What Is the Supplemental Forms Tab?
The Supplemental Forms tab is where you can view and manage any additional form requests connected to your submission.
Each request will display the following:
Submitter’s name
Email address
Supplemental form type
Status
Created date
Understanding Form Statuses
New – The form owner has not yet opened the form via the link in their invite email.
Invited - the Invitation email has been triggered to the user.
Incomplete – The form has been accessed, and progress was saved, but it has not been submitted.
Ready – The form is complete and has been submitted.
Accepted – This usually also indicates that the form has been completed and submitted.
Resending an Invite Email
To resend the invitation email for a supplemental form request, click the invite icon next to the corresponding entry.
Adding a New Supplemental Form Request
Click Add New
Enter the following:
First name
Last name
Email address
Supplemental form type
Choose one of the following:
Save and Exit – Save the request without sending the invite email
Save and Send – Save the request and immediately send the invite email
Important Note on Editing Invites
Once a supplemental form invite has been created, you cannot edit the person’s name, email, or replace them with someone new from within the platform.
If you need to correct or change invitee information, you must remove/delete the original person. Then, you can Add a new person to invite.
Be sure to double-check invite details before sending!