# Documents

Patient Documents are designed for any kind of consent form that patient signs during the appointment. There are two types of signatures that can be placed into Documents - handwritten, from signature pad, and E-Sign with own patient key. 

You can create your own document templates, or modify existing ones here - [Configure Documents](https://jam.dentaltap.com/en/p/settings/templates/dictionary?id=documents).

![Dentaltap - Patient Documents](https://774973970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCSfaCbl5WBCUFhF8TR%2Fuploads%2FcrDxU2MB3IDMATUmGc29%2FArtboard%20%E2%80%93%2011.png?alt=media\&token=0d9e6516-6192-4421-8361-d24465e1f384)

1. Open the Patient Profile and click on the **Documents** menu item at the top.
2. Click on the **New Document** button to create a new task.
3. You can see all documents in the list, click on it to open the details.
4. Document Actions - **Add Signature**, and more to Print, Edit, and Delete. 

### Create Document

To create a new document, click on the **New Document** button. In the opened window select a document template, and click on the <mark style="background-color:green;">Create Document</mark> button to confirm. You can edit document content before you submit it.

![Dentaltap - Create Document](https://774973970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCSfaCbl5WBCUFhF8TR%2Fuploads%2FiBMa0NaQxKJLMPHfrJn4%2Fimage.png?alt=media\&token=64d287f1-e60e-4186-bbfe-b0e906f8f4d0)

### Update Document

Once you added a document, you can click on it to expand the details. You can view all of the document-related data with the action buttons at the right.

#### Document Actions:

* Add Signature - click on it to open this document for patient signature (kiosk form);
* More Actions <mark style="background-color:blue;">•••</mark>&#x20;
  * Print - create a pdf version of the document, including the patient signature at the bottom (if added);
  * Edit - edit document content, similar window as in [#create-document](#create-document "mention");
  * Delete - completely remove this task from the patient records.

### Configure Document

Open the link [Configure Documents](https://jam.dentaltap.com/en/p/settings/templates/dictionary?id=documents) to edit your documents list.

![Dentaltap - Documents List](https://774973970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCSfaCbl5WBCUFhF8TR%2Fuploads%2FHb3oe645UQFfAoaa0bIV%2FArtboard%20%E2%80%93%2012.png?alt=media\&token=c7c6c040-cb4a-4f22-99d2-fb794b0e348c)

1. Click on the **New Document** button to create a template.
2. Action buttons to **Edit**/**Delete** a document template.

### Document Placeholders

You can add placeholders to your document content. When creating a document in the patient profile, those placeholders will be automatically replaced with the dynamic data such as:

* System - current date, current time, etc.
* Patient - various patient details, full name, phone, birthday, etc.
* User - details for the user, who created this document, such as full name, contact details, etc.
* Clinic - a clinic profile, name, phone, email, website link, and any other contact data.

![Dentaltap - Document Details](https://774973970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCSfaCbl5WBCUFhF8TR%2Fuploads%2Fe1vajcIQJ5IUhBnl6UM8%2Fimage.png?alt=media\&token=61d9b666-b9a0-4436-8336-ea84fa3fccb2)

Once you selected the required placeholder, it will be added to the bottom of the document

![Dentaltap - Document Placeholder](https://774973970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCSfaCbl5WBCUFhF8TR%2Fuploads%2FyZBk7BtMaGw7nwyaT5zc%2Fimage.png?alt=media\&token=ba1f9cf4-4e1e-488e-9a14-79de896706e5)

You can move it to any other place inside this document with the standard combinations for copy-paste.&#x20;