Review submissions
Read website submissions, send requests, follow their status and reminders, and review the responses.
Every answer to a form ends up as a record you can open, filter and search. Website submissions land in the form's own list; requests and their responses live in the Requests tab of the sidebar, where you can see at a glance who has answered and who still needs a nudge.
Website submissions
Open the form's list in the sidebar group chosen for it. Each record shows its Source: Website for a visitor's submission, Admin for one your team typed in, and Request for a response to a request. Open a record to read or complete it, like any other record.
Send a request
Open Requests → Requests → All requests and choose the request form in the chips above the list.
Select Send request and add the Recipients: pick people from the form's sources, or type or paste email addresses.
Check the Due date. To protect sensitive answers, turn on the secure code and, if needed, choose who it is sent to under Send the code to.
Optionally Pre-fill answers and preview the emails, then select Send, or Save as draft to send later.
Each recipient gets their own request and link. For a request form that belongs to cases, send it from the case's Requests tab instead, so you can pick the case's parties. If someone answers by phone, use Enter on behalf to record their answers yourself; the request is marked Entered by staff.
Follow a request
| Status | Meaning |
|---|---|
| Draft | Saved but not sent. |
| Sent | The invitation went out; the recipient hasn't opened it yet. |
| Opened | The recipient opened the form. |
| In progress | The recipient saved answers without submitting. |
| Submitted | The answers are in and read-only for the recipient. |
| Closed | Ended without an answer, by you or at the due date. |
| Canceled | Withdrawn; the link no longer works. |
A request still open after its due date is marked Overdue; an answer that came in after it is marked Late. Open a request to see its History and act on it: Remind now, Resend, Resend code, Change due date, Turn reminders off, Reopen a submitted request so the recipient can correct it, Close, or Cancel request.
Reminders go out automatically on the form's schedule, at 9:00 in your workspace's time zone, and stop as soon as the recipient submits. Remind now can be used once an hour per request.
Read the responses
Open Requests → Responses and choose the form, or select View response on a submitted request. Fields marked Internal are visible only to your team: use them for reviewer notes. You're also told when a response arrives, by email to the addresses in Notify when answered or, if there are none, to whoever sent the request. To change the questions or the reminder schedule, see Build a form.
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Our team answers by email, usually within one working day.