Sent smart forms will show in 2 different places on the client summary, allowing you to see what has been sent and when. You'll see:
The message sent alongside a smart form on the Message tab
An entry for the form itself once it's been sent on the Forms/Assessments tab

Messages tab

You'll be able to see sent smart forms on the Messages tab of the client summary. A direct message is always sent with a smart form, even if it's been added as a link to an email in WriteUpp. If you've sent a form via a link in an email, the direct message will appear below the email with the message summary displaying the form name:

If you've sent a form via the smart forms pathway from the list of favourite forms under Create -> Form/Assessment, again you'll see the direct message on the Messages tab. The message summary will display the cover message sent with the form:

Forms/Assessments tab

Smart forms will be saved to the Grid view of the Forms/Assessments tab of the client summary once they've been sent, allowing you to see what has been sent, what has been returned and what is still outstanding. The Status column will indicate where in the process a form is:

Sent = The form has been sent to the client, but they haven't started completing it yet.
Autosaved = The autosave functionality, which kicks in when a client is entering information, has picked up content and is saving it as they go.
Draft = The form has been saved by the client and can be opened to view the content

Sent and Autosaved forms won't appear on the List view of the Forms/Assessments tab.
Was this article helpful?
Thank you!