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YAPI Help Center

Importing a Form to the Form Library

If you want to share forms across office locations, you can export forms made in Yapi Leap from one location and then import them into yours. Use the instructions below to import a form to Leap. If you have to import multiple forms, repeat these steps for each form you'd like to import.

Warning

If a form you want hasn't been exported and sent to you, coordinate with someone from your practice's other location and have them follow the instructions in Exporting a Form from the Form Library so they can email you the file you need. If you have access to Leap for the other location, switch locations, and follow the instructions for exporting a form from there. Then switch back and import the form to your first location.

  1. In the left-hand menu, click Settings and select Practice Settings.

  2. Click Forms Library and Editor.

  3. Click the New Form button and select Import Form.

  4. In the window that opens, find and select the ZIP file for the form you want to import and click Open. The form will appear in your list of forms on the Form Library and Editor page.

  5. To activate the form and start using it with patients, click the 3-dot icon 3-dot icon. next to it, select Activate, and click Ok.