How do I know if a client has completed a smart form?
Once a client has completed a Smart Form, you'll receive a notification within WriteUpp to let you know, accessed by clicking on your username at the top right of the screen.
By clicking Go to Form within the notification, you'll be able to go straight to the completed form.
You'll also be able to go to the Forms/Assessments tab within the Client Summary and click on the relevant form. Completed Smart Forms will contain the name of the client in the Completed By column:
The sent message within the Messages tab of the Client Summary will also link to the completed form after it has been saved.
You'll also see the status of a sent smart form on the Forms/Assessments tab of the client summary after it's been sent, to allow you to track the progress, which you can read about here.
By clicking Go to Form within the notification, you'll be able to go straight to the completed form.
You'll also be able to go to the Forms/Assessments tab within the Client Summary and click on the relevant form. Completed Smart Forms will contain the name of the client in the Completed By column:
The sent message within the Messages tab of the Client Summary will also link to the completed form after it has been saved.
You'll also see the status of a sent smart form on the Forms/Assessments tab of the client summary after it's been sent, to allow you to track the progress, which you can read about here.
Updated on: 29/07/2022
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