Public Incoming Referrals
An editable PDF file can be created and distributed publicly in order to allow anybody to create new
Contacts (incoming referrals) for your organization. People can fill out the form with or without an internet connection and then the information can be uploaded to the system by clicking the Submit button in
the PDF. Offline documents has only been tested with Adobe Acrobat Reader
but it may work with other PDF viewers. Modern web browsers have built
in PDF viewers instead of using Adobe Acrobat, so to ensure that you are
using Acrobat Reader to view the offline file it is a good idea to
first save the offline file to your computer/desktop and open it from
there.
To generate an offline Contact click the Offline button on
the Contacts report.