Manage submissions
Tabs
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:
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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:
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View submissions data
Easily access and view user-submitted data.
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View workflow progress and submissions
Keep track of submission progress and status within workflows.
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Search submission data
Easily locate specific submissions by utilizing the search function.
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Export data in CSV format
Download submission data in CSV format for analysis or record-keeping.
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Manage PDFs
Download, re-generate, or delete generated PDFs as needed.
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Review submission revisions
Access past revisions or updates to form submissions.
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Download attached files
Effortlessly retrieve and download files submitted via Upload File fields.
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Manage shared links
Take control of shared links for PDFs, attachments, and submission editors for streamlined collaboration.