How do I add a new Dynamic File or update an existing one in Bolt?

Adding a new Dynamic File or updating an existing one in Bolt currently requires submitting a request to Bolt Support. The Bolt team will convert your PDF into an interactive Dynamic File using the PDF Engine and configure it within your agency's account.

To request a new or updated Dynamic File, follow these steps:

1. Prepare your document: Have the PDF file(s) ready that you want converted into Dynamic Files.

2. Submit a support request: Contact Bolt Support and attach the PDF document(s) you want added or updated.

3. Specify key details in your request:

- Target profile type: Indicate whether the Dynamic File is for caregiver profiles or patient/client profiles.

- Mapping: Let the team know whether the file requires field mapping (i.e., auto-populating fields from existing profile data) or if no mapping is needed.

- Signatures: Indicate whether the document requires electronic signatures or if no signing is needed.

- New vs. update: If a similar Dynamic File already exists (e.g., an older version of the same form), clarify whether you want to replace/update the existing file or add the new one as a separate document.

- Scope: Specify whether the Dynamic File should be added to all existing profiles (old and new) or only to new profiles going forward.

4. Review and confirm: Once the Bolt team has added the Dynamic File, you will be notified. Review the file in your account to confirm the formatting, mapping, and signature fields are correct, and report any needed adjustments.

Providing all of the details above upfront will help avoid back-and-forth and speed up the turnaround time for your request.