Setup & configuration

Clinic settings in Documenti

Complete each clinic’s contact details, default prescriber, and delivery addresses in Documenti after adding a location.

Consultation form options

Choose which forms appear at the top of a consultation, set their order, and add or remove forms from Form Management.

Digital signature on forms

Save your signature in Settings, then use Use Digital Signature on a form when you mean to sign. It is never filled in for you automatically.

Edit your display name

Change how your name appears in Documenti from the Account page: useful when colleagues see you on notes, tasks, and prescriptions.

Enable stock management on products

Turn on stock tracking, see levels on Products, and use the Stock Ledger. Completing a treatment deducts products used automatically.

Import a form with Smart Form Importer

Upload a PDF, Word document, or photo of an existing form — Documenti turns it into a draft you can review and publish.

Manage clinics in Documenti

Add clinic locations in Documenti, complete each clinic’s settings, and grant staff access in User Management.

Organisation logo and branding

Upload your clinic logo and set brand colours for prescriptions and PDFs in Organisation Settings.

Prescription PDFs and quantity

Prescription PDFs only show a Quantity column when a quantity was entered: items without one show n/a when others on the same prescription have a quantity.

Set up forms and consents in Documenti

Browse templates or start blank, review in draft, publish when ready — then set Automation rules to send forms before treatment.

Set up organisation SSO

Configure SAML single sign-on in Organisation Settings so your team signs in through your identity provider: or switch back to magic-link sign-in.

Set up procedures in Documenti

Create procedures, attach published consent forms, and set treatment options such as after-treatment photos.

Set up professional products in Documenti

Add injectable products with category and default dilutions so treatment maps record the right vial, units, and expiry.

Set up users in Documenti

Add practitioners and reception in Documenti — use the same email as Clinic Membership so tasks and the daily list match staff.