Step-1: Accessing Form Submissions

• Navigate to Forms module
• Locate desired form
• Click "..." (Actions menu)
• Select "View Submissions"

Step-2: Understanding the Tabs

a) General Submissions

• View all general form submissions
• Track submission status and downloads
• Monitor completion status

b) Client Submissions

• Access client-specific form responses
• Track client engagement
• Monitor submission progress

c) Channel Partner Submissions

• View partner-submitted forms
• Track partner engagement
• Monitor completion rates

d) Email Form

• Send forms via email (Select recipient, General/Client/Partner)
• Fill required fields
• Add custom message and subject
• Select ‘Send Email’ tab at the left bottom corner

Step-3: Managing Submissions

a) View Options

• Active submissions: Current/ongoing submissions
• Archived submissions: Previously completed or removed forms
• Download: Export submission data

b)Status Tracking

Submitted: Yes/No indicator

Status types: Drafted/ Archived/ Active

Step-4: Key Actions

a) Download Submissions

• Click download icon
• Save to local system

b) Archive Management

• Select ' Archived Submissions' from Forms view Submissions

• View Archived details of selected Submissions(General/Client/Channel Partner)

• Select 'View Details' from Actions of a required Archived Form submission
• Check Archive date
• Review Archive reasons