Importing form templates

Use Forms when you want to create a reusable form template without starting from a blank form. Library imports copy a predefined template into your organization.

How do I import a form from the library?

Use Forms to import a predefined form or screening template from the Library. Importing copies the template into your organization so you can customize it.

Use Library (1) in the left sidebar to open the library area, then use Forms (2) to open the forms templates page.

Use Library (1) to open the library area, then use Forms (2) to show the form templates page.

1. In the left sidebar, click Library, then click Forms.
2. In Library, choose a category such as Default, Intake, Follow-up, Mental Health or Functional Medicine.
3. Search if you want to narrow the list by title or description.
4. Select Preview to review the template.
5. Select Import.

Ona adds the template to your forms and shows a success message titled Imported. If the import fails, Ona shows Couldn't import and asks you to try again in a moment.

How do I preview a library form before importing it?

Use Forms to preview a library template when you want to check the questions, answer types and references before importing it.

The preview header shows the Template title (1), which helps you confirm you opened the right library item.

In the left sidebar, click Library, then click Forms.

1. Find the template in Library.
2. Select Preview.
3. Review the form in the preview window.
4. Select Import to copy it, or Close to leave without importing.

The preview is read-only. Importing from the preview adds the form to your organization and closes the preview.

How do I import a form from a PDF?

The old PDF import entry point is no longer part of the Forms page. Use the library import flow on this page instead, or start a new template from the form builder when you want to work from scratch.

How do I review a PDF import before using it?

PDF imports now open in the form builder after they are created elsewhere in the product. When that happens, the builder shows an Imported from PDF — review every block before saving banner so you can check the draft against the original document.

1. Open the draft in the builder after the PDF import completes.
2. Read the Imported from PDF — review every block before saving banner.
3. Check each block against the original PDF.
4. Fix questions, answer choices and required settings where needed.
5. Review any warnings shown in the banner, including any additional warnings hidden behind the expand button.
6. Dismiss the banner only after you no longer need the warnings on screen.

After review, continue editing the template like any other form. See Building forms and Building self-scoring screening forms for the form builder details.

What can't I do here?

In the left sidebar, click Library, then click Forms. Importing has these limits:

• The library catalog shows matching templates for the selected category or search.
• If a search or category has no matches, choose another category or clear the search.
• Library imports create a template draft in your organization; you still need to review and edit it before using it.
• This page no longer includes the old PDF import dialog.

Common questions

Can I edit a form after importing it?

Yes. Library imports become templates in your organization. You can edit them in the form builder.

Can I import screening forms from the library?

Yes. The library includes screening categories such as Mental Health.

Why does the preview show a read-only form?

Preview lets you check the template before you copy it into your organization. Use Import when you're ready to add it.

What should I do if the library import fails?

Try the import again. If it still fails, choose a different template or come back in a moment.

Where do patients complete imported forms?

After you send a form to a patient, they can complete it from a secure form link. See Sending forms and consents for sending workflows.