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Export or import forms and templates

In this article, we explain how to import and export forms and templates.

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Written by Lucy Robbie
Updated over 3 weeks ago

You can import forms into Access Care Planning as long as they are JSON files with an Access Care Planning template. If another branch or company has a form you want to use they can export the form and you can import it into your system.

Export a form

To export a form, follow these simple steps:

  1. Click the three-line menu.

  2. Click Configuration, then click Forms.

  3. Select the form you want to export.

  4. Click Export form.

This downloads a file in a JSON format to your normal downloads folder.


Import a form

To import a form, follow these simple steps:

  1. Click the three-line menu.

  2. Click Configuration, then click Forms.

  3. Click Import form.

  4. Select the JSON file and click Open.

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