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Setting Up Forms in Zanda: Your Options and Getting Help

Understand how to get your forms into Zanda, what the Template Library and Form Designer can do, when to convert a note template, and how to find additional help.

In this article

Do I have to build my forms from scratch?

If your practice uses existing forms in Word, PDF, or paper format, it’s important to know that these cannot be imported directly into Zanda as interactive forms.

Zanda forms are built natively within the platform.

You still have several flexible options depending on your situation:

Your situation Recommended option
A similar form may already exist in Zanda Option 1: Template Library
You need a custom form built from scratch Option 2: Form Designer
You just need to store a PDF on a client record Option 3: Upload as a client file
You already have a Zanda note template to repurpose Convert note template to form
You need someone to build your forms for you Zanda partner network

Option 1: Start with the Template Library

The fastest way to get started is to check the Template Library.

Zanda offers a growing collection of ready-made templates for common use cases, including intake forms, consent forms, and outcome measures.

To import a template from the library

  1. Go to Tools > Form Designer
  2. Click Template Library (top right)
  3. Browse or search for a template
  4. Click a template to preview
  5. Scroll down and click Save to My Account
  6. Click the gear icon and select Edit to customise

Important: Templates are provided as a starting point. You are responsible for adapting them to meet your legal and professional requirements.

👉 For more details, see: Importing Session Note and Form Templates from our Library

Option 2: Build from scratch with the Form Designer

If you need a fully custom form, you can create one using the Form Designer.

To create a new form template

  1. Go to Tools > Form Designer
  2. Click + New Form Template
  3. Enter a name and select Admin or Clinical
  4. Add sections and fields
  5. Click Save

Available field types include

  • Single-line and multi-line text
  • Multiple choice (radio buttons, checkboxes, dropdowns)
  • Yes/No toggle
  • Signature
  • Draw/Annotation (e.g., body diagrams)
  • Client file upload
  • Linked Profile Fields (auto-update client profiles)
  • Information blocks (instructions, headings, terms)

You can preview how your form looks to clients by selecting View > Data Entry.

👉  For full details, see: Using the Form Designer

Pro tip: You can export a form template as a .txt file and import it into another Zanda account via: Tools > Form Designer > Import From File

 

Option 3: Upload a PDF as a static client file

If you only need to store a completed document (not collect new data), you can upload it as a file.

To upload a PDF

  1. Open the client’s profile
  2. Go to the Files section
  3. Upload the document

Important: These files are static. Clients cannot complete or sign them inside Zanda.

Converting an existing Zanda note template to a form

You can convert an existing Zanda note template into a client-facing form.

This works well for things like pre-session questionnaires that are currently used internally.

Important:

  • This only applies to templates already created inside Zanda
  • External files (Word, PDF, Google Forms, etc.) cannot be converted

👉  For instructions, see: Changing Note Templates to Form Templates

Getting Help

What Zanda support can and cannot help with

Zanda support is here to guide you and help you get the most from the platform.

Support can help with

  • Explaining how the Form Designer works
  • Recommending suitable templates
  • Troubleshooting issues (sending, display, portal access)
  • Advising on form structure and setup
  • Answering questions about permissions and settings

Support cannot

  • Build custom forms for you
  • Recreate Word, PDF, or paper forms
  • Provide legal or compliance advice
  • Guarantee regulatory suitability of templates

Getting extra help: Zanda’s partner network

If you need hands-on help, you can work with a Zanda partner.

Partners can assist with:

  • Building custom forms
  • Setting up your account
  • Configuring workflows
  • Providing ongoing admin or business support

Partner types include

  • Practice consultants and coaches
  • Virtual assistants and reception services
  • Marketing and admin providers
  • Accounting and bookkeeping services
  • Complementary software providers

To explore available partners:

Note: Partners operate independently. Pricing, availability, and services are managed directly with each provider.