Review a form submission
View the full details of a submitted form, including answers, attachments, status and history, and export or share the submission.
This guide is designed for project manager.
Steps
Step 1: Open the form submission detail view
Navigate to the submissions area and select the specific form submission you want to review to open its detailed view.
Step 2: Review submission header and status
At the top of the page, review the submitter, submission date and time, reference number, and current status badges to confirm you are viewing the correct record.
Step 3: Inspect answers and metadata
Scroll through the form sections to read each answer, including any notes, flags, or system-generated fields such as IDs, timestamps, or calculated values.
Step 4: View and download attachments
In any file or image fields, select the attachment thumbnail or download link to preview or download supporting documents associated with the submission.
Step 5: Review revision history and amendments
Open the history area to see previous revisions, then use the amend submission dialog if you need to capture corrections or updates to the original answers.
Step 6: Manage flagged items
Use the flagged item actions to review issues or risks raised on specific answers, adjust severity where appropriate, and record any follow-up actions taken.
Step 7: Share the submission securely
Open the share submission dialog to generate a secure share link or configure recipient details so colleagues or stakeholders can review the submission.
Step 8: Export or print the submission as a PDF
Use the export to PDF or print controls to generate a downloadable or printable copy of the submission for offline review or record-keeping.
Step 9: Refresh submission data
If you suspect the information has changed, use the refresh control to reload the latest submission data from the server.
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Last updated: 2026-08-31