On a client’s profile, you can view and manage all forms associated with the client, fill incomplete forms on behalf of the client, and if a form is completed, you can also view the completion date and responses for it.
Additionally, you can print forms, export them to a .csv or .pdf format, duplicate them, or delete them if they’re no longer required.
Need to do this on your mobile app? See Elevate Staff App: Viewing and completing a client’s forms.
Key tips before you begin
Only staff members with the corresponding staff role permissions can view or complete client forms.
Staff members with the Complete forms staff role permission can save a form as a draft to complete later by clicking Save draft at any point while filling in the form.
Clients can’t save forms as drafts or view saved changes made by staff members.
View and manage a client's forms
To view and manage a client's forms, follow these steps:
Search for a client using the Search button
on the Top Nav Bar.Click on the client’s name to open their profile.
On the side menu, click Documents > Forms.
Under the Action column, click the Action button
to perform the following actions on a client’s form:
View a client’s form
Click View response to view a client’s responses to the form.
View the access log
Click Access log to view the date and time of each activity performed for the client’s form.
View all responses
Click View all responses to view all responses from all clients for this type of form.
Fill in an incomplete form
Incomplete forms will have a Fill in option, click this to fill in a form on a client’s behalf
Amend a form
Complete forms will have an Amend form option, click this to make edits to a client’s completed form.
Copy a link to the form
Click Copy direct URL to copy a link to the form.
Copy a kiosk mode URL for the form
Click Copy kiosk mode URL to copy a link to the form that can run automatically on tablets, so that clients can fill it out at trade shows, studio open houses, or any activity in which clients can walk up to a tablet set up as a kiosk to fill out the form.
The advantage to kiosk mode is that the form flow will reset after a client completes a form, so your clients can complete the form back-to-back without staff needing to reset the form for the next client.
Mark a form as required
Click Mark as required to make a form mandatory for client completion.
Send a reminder
Click Send reminder to send a reminder to the client to complete the form.
Duplicate a form
Click Duplicate to make a duplicate of the client’s form.
Export the form
Click Export to CSV or Export to PDF to export the client’s form responses.
Print the form
Click Print to print the form.
Delete the form
Click Delete, then follow the pop-up instructions to delete the form.