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Submitter - Supplemental Forms
Submitter - Supplemental Forms

Here's a guide on the Supplemental Forms Tab

Nate Goodrich avatar
Written by Nate Goodrich
Updated over a year ago

This is the Supplemental Forms Tab. Here is where you'll go to view supplemental form requests.

You can see the submitters name, email address, the supplemental form type, the status, and the created date.

To retrigger the invite email, select the invite icon next to the desired supplemental form request.

To add an existing supplemental form request, select "Add Existing"

From there, you can search for existing by first name, last name, email address, and submission name. Once the desired search criteria has been entered, select "Search"

You'll then select which submissions you'd like to add as supplemental form requests. Once you've selected the submissions, select "Add"

To add a new supplemental form request, select "Add New"

From there, you'll enter their first name, last name, email address, and supplemental form type. Then you'll select "Save and Exit" if you don't want to send the invite email now or "Save and Send" if you want to send the invite email now.

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