How to View and Manage Submissions
Review, filter, approve, and export form submissions from a central view.
Viewing Submissions
-
Navigate to Forms from the main menu.
-
Click the View Submissions icon next to the form you want to review.
-
Use the date range picker to filter by date (defaults to the last 3 months).
-
Use the search bar to find submissions by employee name.
Reviewing a Submission
-
Click the info icon on any row to open a read-only view of the full submission.
-
This includes all answers, uploaded photos, and signatures.
Exporting Submissions
-
Download PDF — click on a row to export a single submission as a PDF.
-
Download Summary — export all filtered submissions as a CSV file.
Approving Submissions
If Require Approval is enabled on the form:
-
Use the Approval Status filter to view Pending, Approved, or Declined submissions.
-
Click Approve or Decline on individual rows.
-
Use Approve All to bulk-approve all visible pending submissions.
-
Click Reset to return an already-actioned submission back to Pending.
Tips
-
Use Download Summary regularly to keep an offline record of submissions for compliance.
-
Check the Pending filter daily to ensure submissions aren’t waiting too long for approval.