Documents

Documents overview
The Document link provides access to the Document Gallery. Here your various documents are arranged into tabs. Users can access the tabs and reports dependi...
Fri, 17 Nov, 2023 at 1:21 PM
Form Builder
You can create your own forms using Rataora’s Form Builder. Use a range of question types and conditional logic to structure your form in the most meaningfu...
Fri, 17 Nov, 2023 at 1:22 PM
Letter Builder
You can create your own letters using Rataora’s Form Builder. Similar to using Mail Merge in Microsoft Word, the Form Builder creates letters that are acces...
Fri, 17 Nov, 2023 at 1:23 PM
Where do I find the Reports I have published?
Published Reports are listed in the Document Gallery. Simply select Documents from the top menu, and click the the Published Reports tab. Reports are li...
Tue, 28 Nov, 2023 at 3:24 PM
Where do I find the case reports I published?
Reports that you run for a Case can be accessed from two places. CaseStream Click the icon in the Documents row on the CaseStream.  Click the arrow button...
Wed, 29 Nov, 2023 at 9:50 AM