What is PDF Sync?
PDF Sync is an essential enhancement to our Paperless Forms offering.
PDF Sync enables Legwork to automatically insert a PDF of a form into the document center of a patient file, within a specified Document Type folder/category in the practice management software whenever that form is approved.
Forms with PDF Sync will need Name, Email Address, and Phone number information added to them in order for the form to Sync back into the PMS.
We also provide a visual guide in this article:
Setting up PDF Sync: