Where Submitted Forms (and forms with misspelled names) are Stored

Created by One Step Support, Modified on Thu, 1 May at 5:07 PM by One Step Support

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. 

Watch the Video Here

 

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

Screenshot_2023-02-28_at_12.13.35_PM.png

  • Click the blue Submission button to the right of the form you want to access

Screenshot_2023-02-28_at_12.10.31_PM.png

  • Here you'll be able to see if the form attached to a client profile and open the PDF version of the form 

Screenshot_2023-02-28_at_2.17.09_PM.png

 

 

 

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

Screenshot_2023-02-28_at_12.13.35_PM.png

  • Click the blue Submission button to the right of the form you want to access

Screenshot_2023-02-28_at_12.10.31_PM.png

  • Click the blue Open button to the right of the submission

Screenshot_2023-02-28_at_2.17.09_PM.png

  • 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 

Screenshot_2023-02-28_at_2.29.50_PM.png

  • Click Edit in the upper right corner 

Screenshot_2023-02-28_at_2.25.27_PM.png

  • Scroll to the bottom of the page and click Add a Document 

Screenshot_2023-02-28_at_2.26.23_PM.png

  • 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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