Locating Submitted Forms

For intake forms and check-ins, open the respective feature, and find all submissions under the "Submissions" tab.

For agreements and questionnaires, locate the "View submissions" option by hovering over the "..." button in the list view. In the card view, find "View submissions" at the bottom right of each form card.

Reviewing Submitted Forms:

Intake Forms and Check-Ins:

In the submissions tab, you'll find list and card views displaying details such as submitted individuals' names, emails, info (age for intake forms), submission time, and submission status.

In the check-ins list view, you'll find the number of circumference, biometric, journal, and additional questions, along with the client who submitted it, submission time, and status. The card view displays the number of fields in the submission, submission status, submission time, and the client who submitted it.

Regardless of the view, clicking on a submission opens a detailed view showing the questions and submitted answers for that form.

Agreements:

After you click on the “View submission” button, the list window of the submissions of that form will pop up, the list shows the name of people that signed that agreement, the submission time. And operations are offered to let you view the e signature, download the full agreement or delete the submission.

Questionnaires:

After you click on the “View submission” button, the list window of the submissions of that form will pop up, And operations are offered to let you view the detail of the submission or delete it. In the submission full preview window, you can see the questions and submitted answers.