Form Submissions

Please note: Submissions older than 30 days are automatically deleted. Once a submission is deleted, it cannot be recovered. Should you wish to retain this data, please export submissions.


The Form Submissions page displays a list of forms that you can view/manage.

This page also displays the total form submissions received since the beginning of the current month and the monthly submission limit for each form.

  • Client Admins - have full access to all forms, submissions, and settings.
  • Client Users - have limited access to view/manage submissions on specified forms only.

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View / Manage Submissions

To view submissions for a form, click the form name from the list.

Submissions are listed in reverse chronological order with newer submissions appearing first.

Unread submissions are displayed using bold text and a white background. Read submissions are displayed using a grey background.

Submissions with yellow star have been marked as "processed". Submissions with a grey star outline have not been marked as processed.

Bulk Actions

Buttons above the submission listing will allow you to perform actions on the submissions. The bulk action buttons will change depending on the number of submissions that are selected.

To select a submission, check the box in the left-hand column.

Refresh - Retrieves any new submissions.

Export All - Export all submissions to a Microsoft Excel (XLS) file. Export All is only available when no submissions are selected.

Process - Mark the selected submissions as "Processed" / "Starred".

Export - Export the selected submissions to a Microsoft Excel (XLS) file.

Delete - Send the selected submissions to the Trash.

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Submission Details

To view the details of a submission, click the submission from the list.

The submission details page displays all of the information entered by the person who completed the form.

Buttons above the submission details will allow you to perform actions on the current submission.

Back to Submissions - Return to the list of submissions.

Process - Mark the current submission as "Processed" / "Starred".

Edit - Edit the current submission data. (not available for HIPAA compliant forms)

Delete - Send the current submission to the Trash.

Activity Log - Display the activity log for the current submission.

Export - Export the current submission to a Microsoft Excel (XLS) file.

Print - Display the print dialog for the current submission.

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Submission Trash

To view the submission trash, click Trash from the navigation.

The submission trash displays any submission that has been deleted.

Bulk Actions

Buttons above the submission trash listing will allow you to perform actions on the submissions in the trash. The bulk action buttons will change depending on the number of submissions that are selected.

To select a submission, check the box in the left-hand column.

Back to Submissions - Return to the list of submissions.

Empty Trash - Permanently delete all submissions in the trash.

Delete Forever - Permanently delete the selected submissions.

Restore - Move the selected submission out of the trash.

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