Forms on a matter
Forms can be completed on a matter in 3 ways:
- From a task
- From the Folder tab
- By a third party
From a task
Section titled “From a task”- Within a matter, select the relevant task within the workflow
- The form will open in a pop-out window
- Complete the form as required
From the Folder tab
Section titled “From the Folder tab”- Within the matter, select the Folder tab
- Select Form in the top toolbar
- Choose the required form by:
- Navigating through the folders
- Typing the form name in the search bar
- Follow steps 2 - 3 above
By a third party
Section titled “By a third party”Forms can be shared with third parties so that they can be completed at their end.
- Share the form with the required user
- The user will then have access to complete the form at their end
Form submissions
Section titled “Form submissions”When a form is submitted to a matter, a copy of the submission will be saved to the Folder tab.
If the form requires a submission review:
- Locate the form submission within the Folder tab
- Select Accept/Reject at the top of the file
- Follow the form submission review process
Once a form has been accepted:
- The matter’s data will update to that contained within the form
- Any automatic emails configured within the form will be sent
- Any associated Form tasks on the matter will complete
- Any receivables configured within the form will generate
- Any webhooks will be trigger
Form actions
Section titled “Form actions”Finding form submissions
Section titled “Finding form submissions”Locate any form submissions within a matter by using:
- The search bar at the top of the Folder
- The f ilters on the lefthand side of the Folder
- Filter by Type to only display form completions saved to a matter
- Use the Labels filter to only see items with a particular label applied
Previewing form submissions
Section titled “Previewing form submissions”You can preview a form submission on a matter in three ways:
- Select the form submission on a matter to open a preview
- Select the ’…’ icon next to the file and select ‘Open in Popout’
- Select the ’…’ icon next to the file and select ‘Open in a New Tab’
Items can also be opened in a new tab through the following actions:
- Hold the Ctrl key on your keyboard while clicking on the item within the Folder tab
- Hover over the item within the Folder tab and click your mouse scroll wheel
- Right click on the item within the Folder tab and ‘open in new tab’
This allows you to:
- Zoom into the form submission
- Download the form submission
- Print the form submission
- Change the viewing settings
Pinning form submissions
Section titled “Pinning form submissions”Pinning allows you to fix an item to the top of the Folder tab so it’s always easily accessible.
Select the pin icon next to the form submission to add it to your pinned items.
Resubmitting forms
Section titled “Resubmitting forms”- In the Folder tab, select the ’…’ icon next to the form submission
- Select Resubmit
- Complete the form as required
- A new form submission will be saved to the matter with any associated actions assigned to it
Labelling form submissions
Section titled “Labelling form submissions”Labels allow you to categorise files so you can easily find them on a matter.
Select the Label icon next to a form submission to apply up to 3 labels to that item.
Downloading form submissions
Section titled “Downloading form submissions”You can download a form submission on a matter in two ways:
- Select the download icon next to the form submission on the matter
- Select the ’…’ icon next to the file and select ‘Download’
Assigning form submissions for review
Section titled “Assigning form submissions for review”To notify a team member of a form submission on a matter:
- Within the Folder tab, select the ’…’ icon next to the form submission you would like reviewed
- Choose the user you would like to review the form submission
- Add a message, if required
- Choose whether to send an email notification