When someone submits a form whose template has Require office review on, it waits as In Review until somebody in the office approves or rejects it.
Who can do this: owners, admins and office staff.
Owners and admins get a notification when a form is submitted. Office staff are not notified, so check the Forms page if reviewing is their job.
Review a submission
- Click Forms in the main menu. The Form Submissions page lists submissions from every job.
- Find the submission under In Review and click Review.
- Check the answers. Photos and signatures are shown in the form.
- Click Approve, or click Reject, type a reason under Rejection reason and click Confirm Reject.
A rejection needs a reason. The person who filled the form in is notified and sees your reason at the top of the form when they open it again.
You can also review from a job: open the job's Forms tab and click a form's row to see its submissions. Owners, admins and office staff can approve and reject on the mobile app too, by opening a submitted form.
Find a submission
The Form Submissions page is split into In Review, Rejected and Approved. To narrow it down, use:
- Template - one form
- Assigned To - the person who submitted the form
- From and To - a date range
Forms that have been started but not submitted are not listed.
A rejected submission shows its reason in the Rejected section. Approved and rejected submissions open with View.
Download a submission as a PDF
Click Download PDF on the submission's row, on the Form Submissions page or on the job's Forms tab.
Related articles
- Build a form - turn office review on or off for a template
- Add a form to a job - when a rejected form is asked for again
- Fill in a form on your phone - what your team sees after a rejection