Formitize User Guide

You can access Submitted Forms through the Web Portal and the App.

Submitted Form Folders are also available based on Group visibility when creating the folder/s and can only be created in the Web Portal when in the Submitted Forms list.

• What are Submitted Form Folders?
• How do I add a Folder to the Submitted Forms page?

To locate the submitted forms, go to Forms > Submitted Forms.

To see forms connected to a specific client, in the web Portal go to CRM > All Contacts > Select the Edit arrow for the Client > Forms tab > Submitted.

In the App, go to Forms > Submitted Tab > Search for the Form to open it (you can search via the custom submitted form tabs, just below the search bar).