🔐 Before You Start
You must:
Be an Organization Manager
Access this through the Admin Portal
If you do not have Admin Portal access, you will need to ask someone with Organization Manager permissions for help.
✅ Step 1: Export Your Workflow Forms
Go to the Admin Portal
Open Workflow Builder
Click Modify Template
Select the workflow template you want to create a Word document for
Click Advanced
Click Export Forms
👉 This will download one or more files to your computer (they will be .json files)
Good to know:
You may get more than one file — this is completely normal
You do not need to open or edit them
Just make sure you keep all the files together
✅ Step 2: Upload the Files to Copilot
Open Copilot (for the purposes of this example, this is the tool we used)
Upload all of the files you just downloaded
Paste the prompt below into the chat
✅ Step 3: Use This Prompt
Copy and paste this exactly:
I have uploaded JSON form configurations.
Please convert them into a clean, offline-friendly Word document with the following requirements:
- Use simple tables (2 columns: Field | Entry)
- Group fields into logical sections that mirror the workflow
- Include ALL fields and ALL response options from the JSON (no references like "see system")
- For selectable fields, include options in the Entry column (e.g., "Yes | No" or comma-separated lists)
- Keep formatting minimal and print-friendly (no interactive form fields)
- Optimize for clinical offline use (easy to read, easy to write on paper)
- Preserve original field labels exactly as shown
Do NOT create fillable form fields or interactive checkboxes. This should be a static document designed for printing.
✅ Step 4: Download Your Word Document
Copilot will generate your document for you.
Download the Word file
Save it somewhere easy to find (like your desktop or shared drive)
Print copies if you want a paper version for backup use
💡 What You’ll Get
Your final document will be:
✅ Easy to read
✅ Easy to fill out by hand
✅ Complete (all options included—nothing missing)
✅ Organized into clear sections
✅ Ready to print and use anytime
⚠️ Tips
✅ Make sure you upload all files at the same time
✅ Copy the prompt exactly for best results
✅ Open the Word document on your computer for the best view
👍 Quick Summary
Go to Admin Portal → Workflow Builder
Export forms from your template
Upload files to Copilot
Paste the prompt
Download your Word document