Overview
When forms are submitted, a PDF version of the form is created. Typically the PDF will be added to the a client's profile as long as the first and last name are spelled correctly. But there may be times when the client forgets to put their name or misspells it. In these cases we still save the PDF version of the form so you can access it and manually save it to the right profile.
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Where to view submitted forms
- To view form submissions, you can view them via the form feature or in the Documents tab of the Client Profile.
- Click into the Form feature on the left side of the screen
- Click the blue Submission button to the right of the form you want to access
- Here you'll be able to see if the form attached to a client profile and open the PDF version of the form
How to manually add a PDF form to a Client Profile
- If someone has misspelled their name, you'll probably prefer to use the form with the misspelling instead of asking the client to fill out the form a second time.
- Click into the Form feature on the left side of the screen
- Click the blue Submission button to the right of the form you want to access
- Click the blue Open button to the right of the submission
- Save/Download the Form to your device
- Navigate to the Client's Profile by clicking the Client Page and then the Client's Name in blue
- Click the Document tab in the Client Profile
- Click Edit in the upper right corner
- Scroll to the bottom of the page and click Add a Document
- Choose the PDF you downloaded to add it to this client's profile
If you have questions or would like to set up a training session, please reach out to us at customers@onestepsoftware.com or 912-455-3639
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