This article provides guidance on how to customize the information displayed at the top of each form entry in StoriiCare. By default, certain details are included, but users have the option to modify these settings to enhance the form's usability.

By default, StoriiCare includes the following information at the top of each form entry. This information is visible when you download the PDF for printing or sending:

• Business Logo

• Business Name

• Business Address

• Business Phone Number

• Business Email

This information is automatically pulled from the Account tab within Business Settings.

• Participant Name

• Participant Profile Photo

• Staff Name and Title (form submitter)

• Staff Profile Photo

Users may prefer to not have this information displayed for various reasons, such as redundancy, as it may already be present on the form, or to save space at the top of the form, especially if the form is lengthy.

StoriiCare provides users with the option to disable the Participant Preview and/or Business Preview. To do this, follow the steps below:

Navigate to the Forms section on your dashboard. You can either select "Create New Form" or open an existing form to edit.

Open the form template's settings and check the box that says "Hide Participant Preview" and/or "Hide Business Preview." Finally, ensure to save your changes.

By following these steps, you can customize the information displayed on your forms to better suit your needs and preferences.

Need More Help?

If you need further assistance, you can reach out to our support team by emailing support@storii.com. Our support team is ready to help you with any questions or issues you may have.