Effectively managing submissions from online forms is essential to maintain well-organized, accurate, and easily accessible data. This practice empowers you to make informed decisions and offer a seamless user experience.
Once a user fills out and submits a form, you’ll receive an email containing the generated PDF in your inbox. Furthermore, a notification for the new submission will populate in your PlatoForms dashboard, ensuring you’re always in the loop regarding form activity. This seamless system keeps you connected and well-informed about incoming submissions.
Access Submission page
To access the submission page:
Log in to your PlatoForms account.
You’ll open the Dashboard page.
In the left navigation, click Submission.
You’ll open the Submission page.
Learn about the Submission page
The Submissions page offers a range of features to efficiently manage your form submissions:
View submissions data
Easily access and view user-submitted data.
View workflow progress and submissions
Keep track of submission progress and status within workflows.
Search submission data
Easily locate specific submissions by utilizing the search function.
Export data in CSV format
Download submission data in CSV format for analysis or record-keeping.
Download, re-generate, or delete generated PDFs as needed.
Review submission revisions
Access past revisions or updates to form submissions.
Download attached files
Effortlessly retrieve and download files submitted via Upload File fields.
Manage shared links
Take control of shared links for PDFs, attachments, and submission editors for streamlined collaboration.