Configure PDF Filing for Elation

Follow these steps to automatically file a PDF copy of your completed form into the appropriate report type in Elation.


  1. Navigate to Forms.
  2. Select the form you are wanting to integrate with Elation.
  3. Click the form title to open its settings.

  4. Under the Form Name section on the left, locate the Elation Report Type dropdown.
  5. Click Save to apply your changes.

Once configured, a PDF of each completed submission will automatically be filed under the selected report type in the patient's Elation chart.


If you would like reports to be automatically signed off in Elation after they are created, see the Auto Sign-Off help article for setup instructions.

How to Auto-Sign off


Contact your account manager or customer support if...

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