Bookem lets you create custom reusable forms called document forms, which are used within Notes. These forms help you capture consistent information during client interactions - perfect for assessments and other structured note - taking needs. When you first sign up to Bookem, some ready - made document forms are included. You can use, edit or delete these based on your business needs
In Bookem, both document forms and document templates help you collect information - but they serve different purposes and have different strengths. Understanding when to use each can save time, improve consistency and streamline your workflow
Use document forms when you want to:
Capture structured data during a session or assessment
Enforce required fields so key info is always collected
Tab quickly through input fields to speed up entry
Create standardised forms for assessments, screenings or rubrics
Note: Document forms are for internal use only and cannot be sent or shared on their own - but you can insert any form into a document
Use document templates when you need to:
Create documents you can send, print or store, like reports, referrals or scripts
Add flexible content like images, audio, checkboxes, tables or file uploads
Include pre-saved team member signatures (no manual signing needed)
Use variables to auto-fill names, dates, and other standard details
Add content anywhere on the page with no fixed field layout
Templates are more powerful and flexible, ideal for producing polished and professional documents that combine structured data with narrative content
To create or edit a document form:
Go to Documents in the main menu
Select the Forms tab at the top
Click + New Form to start a new document form
Or click Edit to update an existing one
Give your new form a name and click Create
Once your form is created, you can start adding fields to it.