Articles on: Forms & Assessments

Can I see the status of a smart form sent to a client?

Once a smart form is sent to a client, an entry will be made to the Forms/Assessments tab of the client summary to allow you to track the progress of the form through to completion.

Once a form has been sent, it'll be listed on the Forms/Assessments tab with a status of Sent. This means the message has been sent to the client, but they haven't started completing it yet:

Once a client has opened a form and has started entering information, if you've used an access code for the form you'll see the status change to Autosaved. This means that the autosave functionality, which kicks in when a client is entering information on a form accessed using a cide, has picked up content and is saving it as they go:

If a smart form is sent without an access code then autosave will not be present for security reasons when the recipient is completing the form. This means that any progress the recipient makes will not be saved as they go, and the form will remain with the status of "Sent" on the Forms/Assessments tab until is been saved.

Once a client has completed their form and has saved it online, you'll see the status change to Draft as usual and be able to open it and view the information they have provided:

If clients report that they have returned a smart form and you haven't received the notification of this, please check the information displayed here in the status column. If a form status is autosaved, the client should be able to click on the link in their email again, enter the same access code they previously received, access the autosaved information and save it to return it to you.

If the form status remains as sent and you have not used an access code, the client will have to click on the link in their email and complete the form again, because autosave is not present on forms with no code for security reasons.

We would recommend using either SMS or email access codes when sending smart forms, to take advantage of the autosave functionality when forms are being completed.

Updated on: 05/12/2022

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