Page History
You can view, open, comment on, and change the status of the forms submitted to your organization. You can view the forms online, or you can create a PDF of a submitted form to print out or attach to an email.
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You can find the Submitted Forms page by going to Contacts > Submitted Forms. |
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The following actions are available for Submitted Online Forms with the specified service and user roles:
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Overview
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The Submitted Forms Data Table
When you go to the Submitted Forms page for the first time, you will see the default status view with your currently pending/open applications in the data table.
You can change your view to see other statuses, by selecting a view from the pull down view list. You can also create a custom view to change the fields and field order and filter by status. More about Views »
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When viewing any data table, you can sort the form list by clicking on a column name. |
The icons for each form from the data table are:
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Edit | Edit the submitted online form:
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View | View the submitted form with the answers provided by the user.
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Contact Applicant |
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Form ID | 123456 | Clicking on the Form ID, gives you access to everything on one screen.
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Info |
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After viewing the form initially, you may want to change the status to Under Review, then assign the form to another volunteer to follow up on one or more of the steps (phone interview, vet check etc), then have that volunteer update the comments on the form, change the status and then assign the form to another volunteer for completion. |
Viewing Submitted Forms from an Animal
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Viewing Submitted Forms from a Contact
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There are additional settings that allow you to determine which contacts are added to your contacts list automatically. Some organizations prefer to only add contacts that have been approved to adopt/foster/volunteer rather than everyone who fills out an application. You can adjust this under Contacts > Contacts Settings |
PDF Contract
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You can find the Submitted Forms page by going to Contacts > Submitted Forms. |