📝 Step-by-Step: Viewing, Organizing, and Downloading Signed Forms
🌐 Go to Sites — Open the Sites tab, then select Forms → Submissions.
📄 Choose Form Type — In the top left, pick the form you’re looking for (e.g., Rental Agreement) — or clear filters to show all forms.
📆 Set Date Range — Adjust the date range to narrow down your search.
🔍 Search Customer — Use the search bar to find the specific customer (e.g., Johnathan).
🧭 Filter Results — If you see multiple submissions, select the correct form type again to filter only what you need.
👁️ View Submission — Click the two outward arrows icon to expand and view the signed form.
💾 Download Copy — Click Download PDF in the top right corner to save the form to your computer.
💡 Pro Tip: Filter by the specific form type before searching a customer’s name — it keeps your results cleaner and easier to manage.