Forms: Submitting, Printing, Saving, and Sending

Pre-Submission Options

Before submitting a form, 3 options are available: 

1. Mark As Completed Offline: The form will be submitted, despite it not being completed. Use this option when an automatically-added Client form does not need to be resubmitted, such as when the form was completed outside of Boulevard.  
2. Save Draft: The form will be saved as a draft for future completion. The form will stay unlocked, able to be opened and completed at a later time. It will be marked with a blue "Pending" label. 
3. Save & Submit: The form will be submitted and locked. No future changes can be made. The form will be marked with a green "Completed" label. 

Post-Submission Options

After submitting a form, 2 options are available: 

1. Void Form: This will delete the current form and any information included. The form will be marked as "Voided" and a new "Pending" form will automatically be added to the appointment. 
2. Print Form: This will open a connected printer window. This also provides the option to Save the form (below).