⚠️ Note that you must have super administrator status to create or request the integration of documents. You must also have a plan that includes access to custom documents. Please contact the account administrator if this is not the case. |
Create your document yourself with AI
Want to go faster? Connect Hexfit to your AI assistant (ChatGPT, Claude, Copilot or Gemini). It can create the document directly in your account, with its fields, conditions and calculation formulas, without waiting for our team.
Connect Hexfit to your AI assistant by following How to connect Hexfit to ChatGPT, Claude, Copilot or Gemini (MCP). You must be an administrator to generate the connection link.
Give your file (Excel, Word, Google Forms…) to your assistant and ask it to reproduce it in Hexfit.
Check the document in Hexfit and ask for adjustments if needed.
Example request: “Create a document template in Hexfit from the attached file. Keep the order of the questions, use a drop-down menu for answer choices and add a field that calculates BMI from weight and height.”
Prefer not to set anything up? Fred, Hexfit’s AI assistant, can also create your document templates directly in the app. To see everything AI can do: What you can do with the Hexfit MCP.
Prefer to have our team take care of it? Follow the steps below.
Document Format
A document can have different formats.
It can be completed by a coach in the context of an evaluation sheet, a fitness assessment, a series of physical tests or a complete and structured note sheet.
A document can also be completed by the client, using the mobile app, in the context of questionnaires. These questionnaires can be sent spontaneously, manually, or on a recurring and automatic basis.
Template
To reproduce your document, we will need a template. It can be in one of the following formats:
Excel/Sheets (Recommended)
Word/Google Doc
Google Forms
Other freely accessible files
The document and the request must be sent to our Hexperts via chat or by email to support@hexfit.com.
📖 🚫 Rejected documentsTemplates in image format that do not allow text to be copied and pasted will be rejected.
The same applies to PDF files whose text cannot be copied and pasted. |
Content
Here is the information we will need to recreate your document in Hexfit format:
💡 We are not experts in your content. The clearer the request, the more effective we can be and offer a solution that meets your expectations. |
Name of the document to be created.
Your entire company? A specific branch?
Should your clients be able to fill it out?
Should they have access to the completed version?
Should the document be available only to you?
If there are formulas included in the document, make sure they are accessible and understandable for reproduction.
If there are fields to add, specify their type in the appropriate place in the document:
Short text field
Long text field
Number
Linear scale
Drop-down menu
Data (enter the name it should have and the category it should be in)
💡 File or document?If your file only contains information to be sent to the client (no questions or items to be recorded), it is not a document.
Instead, you should share this item in the “Cloud storage” section.
Here is more information. |
Visibility
The default visibility of the document will allow you and your colleagues (if you have any) to complete the document. Once completed, the document will be visible to you, your colleagues, and your client.
If you want the visibility of the document to be different, simply mention it in the request for creating the document.
Data and calculations
A document allows for the entry of data such as weight, weekly step count, vertical jump height, or any other data. A data point can already exist in Hexfit or be custom-created.
If the goal is to generate graphs or track the progression of this data over time, it is important to provide us with the information to configure the document properly.
Documents also allow for automatic calculations such as body fat percentage based on skinfold measurements, 1RM for an exercise, VO₂ max, or any other score that you would like to calculate automatically. Again, the information must be clear for our team to implement your requests.
Data can be saved in different formats. It can be a number field where the client manually enters the data, a linear scale (slider) that allows for more visual input, or a drop-down menu.
Guidelines
Be as clear as possible: we transcribe your information into Hexfit format without analyzing the substance of your document.
The document must be in letter format (vertical) to be compatible with a phone. If it is in landscape format (horizontal), we will have to make major adjustments to the layout.
Let us know which fields are required.
Send us the final version of the document: we reproduce it as is.
Revision requests
Revision requests must be clear and supported by screenshots of the document.
Modifying an existing document in Hexfit
You can ask a Hexpert to clone a document or assessment that is already available in Hexfit. This allows you to modify it from your account.
For more information, contact us via chat or email.
Price
The document integration is a courtesy service offered for free by Hexfit. There are therefore certain limitations.
Our service offers reproduction in Hexfit and not a complete design. A document that is too complex or too long may be refused or an additional payment may be required for its implementation.
Please note that you have access to the vast majority of tools used. You can create it yourself if you prefer (more information here), or have your AI assistant create it by connecting Hexfit to ChatGPT, Claude, Copilot or Gemini.
More information
To see what is possible, you can view all the documents and assessments already available in the “interventions” section of the client file.
More information is available here.