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Creating a QR Code for Custom Documents
Creating a QR Code for Custom Documents
Jeanette Wilson avatar
Written by Jeanette Wilson
Updated over 6 months ago

Updated 10/18/2024

Custom Documents can be started on-demand on both mobile and web, or they can be started on mobile using a QR code. By using the QR code, you don’t have to worry about the person creating the document choosing the correct establishment or area -- that is tied to the QR code. See the Starting a Custom Document with a QR Code article for details on how to start a Custom Document using this method.

NOTE: Only Admins can create QR Codes for Custom Documents.

  1. Access your dashboard

  2. Click on Document Repository > Custom Document Templates:

4. Check the box next to the template(s) for which you'd like to download the QR codes. Then click List Options > Download QR Codes:

5. The QR Code(s) will display on a PDF that opens in a new browser tab. Download or print the PDF from here.

For any questions, please don’t hesitate to contact Customer Success using one of the following methods:

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