Forms
See a client's submitted answers
Admins & staff
Read the answers a client gave when they submitted a form.
Where:SidebarTasksTask name
- Select Tasks in the sidebar, then select the task.
- Select the form card, named after the form, to open it.
- Select View Submission.
- Select Close when you have finished.
Good to know
- View Submission appears once the client has submitted the form.
- Until then you only see how many required fields they have answered, because their draft answers stay private.
- You can also find a submitted form on the client's Forms tab, which only shows if your plan includes the Form Library.
Related
- Download a submitted form as a PDFSave a client's submitted answers as a PDF for your records.
- Review and approve a submissionCheck what a client submitted and mark the task as completed.
- See a client's tasks, documents and formsOpen a client to see their tasks, the files they uploaded and the forms they submitted.
- See how a client fills in a formSee how a client opens, saves and submits a form on a task, and what happens after they submit.