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How can I track Additional Forms?
How can I track Additional Forms?

Send, rescind, and track your additional forms.

Pam English avatar
Written by Pam English
Updated over a week ago

After you've sent additional forms, you can track them in a couple of different ways—from the additional forms page or from the submission details page.

Tracking from the Additional Forms Page

Click on Forms, then Additional Forms:

You'll see the list of all the additional forms you have created. Click the Manage Additional Form Requests link next to one of the forms:

The main view will show you all the requests you have sent using the additional form, even if you've reused it for different projects in your account. The status of an additional form will show as one of the following:

SENT: The additional form has been sent. The submitter will receive a notification.
STARTED: The form has been received, and the applicant has begun working on it but has not yet completed it.
COMPLETED: The form has been completed by the applicant. Note: A notification email will be sent to your organization's main account email once a submitter has completed an additional form.
RESCINDED: The additional form was rescinded by the organization. The submitter will receive a notification that they can no longer access it.

You can toggle between Sent and Scheduled requests:

You can also click Show Filters to filter by projects, status, deadline, and date sent:

Select one or more of the requests, then the Action box to perform different actions:

From the submission list view, you can see the history of additional forms next to each submission. A blue clipboard icon indicates a completed additional form. A gray clipboard icon indicates a sent additional form:

Click the clipboard icon to see what additional forms were requested for this submission and whether the submitter has completed them:

Please note: Additional forms that have been sent and completed cannot be rescinded.

Tracking from the Submission Details Page

On the submission list view, you can easily identify submissions with additional forms by noting the clipboard to the right of the submission:

A blue clipboard indicates that the additional form has been completed and returned. A gray clipboard means that the completed form has not yet been returned.

Open the submission by clicking the title. In the submission details, you'll see the Additional Forms section of the submission. In this example, one additional form has been completed and returned. The other is scheduled to be sent to the submitter and also has a soft deadline:

You can click the edit icons to change the scheduled date and the soft deadline. You can also rescind the form from here.

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