The ability to seamlessly import and automatically integrate external user-created forms is something that no existing software can do. This is, by many accounts, the "Holy Grail" of electronic document management. The ability to easily import a document and then automatically/reliably recognize text or drawing fields is a tremendously complicated task and one that has not yet been accomplished.
The closest solutions for most users are with PDF annotation applications, which allow users to upload documents and then annotate those documents within a specialized editor. These editors allow users to select custom fields using specialized tools. Insight Notes does not currently have PDF annotation capabilities, largely because we wanted to focus on ease of user experience and maximizing notetaking efficiency.
Insight Notes does, however, have two tools that many users find helpful, particularly if forms are a priority:
The first is that Insight Notes allows your to create your own text templates. If you write similar things for your progress noes, such as if you have headers you usually use, our app allows you to create a text template that you can call up for use when you start a new text note.
The second option is that Insight Notes also allows you to capture an image of a paper form (such as of a checklist) and save it as a background for a drawing note. Recall that, in addition to offering you a way to type in your notes, Insight Notes also allows you to write on the screen. Our drawing templates allow you to draw/write on top of form images you've captured.
The closest solutions for most users are with PDF annotation applications, which allow users to upload documents and then annotate those documents within a specialized editor. These editors allow users to select custom fields using specialized tools. Insight Notes does not currently have PDF annotation capabilities, largely because we wanted to focus on ease of user experience and maximizing notetaking efficiency.
Insight Notes does, however, have two tools that many users find helpful, particularly if forms are a priority:
The first is that Insight Notes allows your to create your own text templates. If you write similar things for your progress noes, such as if you have headers you usually use, our app allows you to create a text template that you can call up for use when you start a new text note.
The second option is that Insight Notes also allows you to capture an image of a paper form (such as of a checklist) and save it as a background for a drawing note. Recall that, in addition to offering you a way to type in your notes, Insight Notes also allows you to write on the screen. Our drawing templates allow you to draw/write on top of form images you've captured.
