Submitted Online Forms

You can view, open, comment on, and change the status of the forms submitted to your organization. You can view the forms online, or you can create a PDF of a submitted form to print out or attach to an email.

Where do I find it?

You can find the Submitted Forms page by going to Contacts > Submitted Forms.

Alternatively, you can see all of a specific contact's submitted online forms by clicking Submitted Forms at the top of each contact’s record.

Click here for information on permissions

The following actions are available for Submitted Online Forms with the specified service and user roles:

The Site Admin can perform all of the actions listed below.

Action	Description	Services	User Roles
View	Able to view Submitted Online Forms.	Web Site	Online Form Admin Online Form User Online Form Reviewer
Edit	Able to change the answers on a Submitted Online Form.	Web Site	Online Form Admin
Update Status	Able to change the status of a Submitted Online Form.	Web Site	Online Form Admin Online Form Reviewer Online Form User
Contact Applicant	Able to contact the applicant through the Submitted Online Forms feature.	Web Site	Online Form Admin Online Form Reviewer Online Form User
Print a Completed Form (PDF)	Able to manage the Online Form settings	Web Site	Online Form Admin Online Form Reviewer Online Form User
Create Contract PDF	Able to create a contract PDF from a Submitted Online Form.	Web Site	Online Form Admin Online Form Reviewer Online Form User
Create an Online Form for a Contact	Able to create a Form for a Contact.	Web Site	Online Form Admin Online Form User Online Form Manager

Submitted Forms Data Table

When you go to the Submitted Forms page for the first time, you will see the default status view with your currently pending/open applications in the data table. You can change your view to see other statuses, by selecting a view from the drop-down view list. You can also create a custom view to change the fields and field order and filter by status.

When viewing any data table, you can sort the form list by clicking a column name.

The icons for each form from the data table are:

Item	Icon	Description
Edit		Edit the submitted online form: Edit animal Assign form to another volunteer Change application status Change the answers on the submitted online form
View		View the submitted form with the answers provided by the user. Steps: How many Steps are assigned to the form, how many have been completed, and what percentage of completed steps have passed (this appears only for forms with steps assigned) Comments: Add comments to the form. Only volunteers with the appropriate permissions will see these comments.
PDF		Open the submitted online form as a printable pdf.
Contact Applicant		Send an email to the applicant.
Form ID	123456	Clicking on the Form ID gives you access to everything on one screen. Open as PDF View/Add Comments Contact Applicant Submit a New form for this Contact Edit Form Details Edit Answers View Answers

This is the Default View of the Submitted Online Forms data table.

After viewing the form for the first time, you may want to change the status to Under Review, then assign the form to another volunteer to follow up on one or more of the steps (phone interview, vet check etc), then have that volunteer update the comments on the form, change the status and then assign the form to another volunteer for completion. When you assign a form to a volunteer with a RescueGroups.org user account, that form is easily found using their My Forms link on their dashboard.

Access Submitted Forms from an Animal record

At the top of each animal page, you can see how many forms were submitted for that animal. Click the Submitted Online Forms link to view these forms.

Access Submitted Forms from a Contact record

At the top of each contact page, you can see how many forms were submitted from that contact. Click the Submitted Online Forms link to view these forms.

There are additional settings that allow you to determine which contacts are added to your contacts list automatically. Some organizations prefer to only add contacts that have been approved to adopt/foster/volunteer rather than everyone who fills out an application. You can adjust this under Contacts > Contacts Settings

Print a submitted online form as a PDF

You can print a PDF of a submitted online form. To print a PDF of a submitted form, go to the submitted forms data table, and scroll to the form you want to print. To the left of the form, click the PDF icon (see screenshot).

The submitted form opens as a PDF. The questions are in boldface with the answers below the questions in Roman typeface.

Your screen should offer you a download and print icon. To print, simply select the print icon and continue to select a printer and print.

To email the PDF, download the form, then open your email client and start a new email. Attach the downloaded file.

PDF Contract from a submitted form

PDF Contract: The PDF Contract feature gathers details from a specific submitted Online Form, and enters it into a contract document that you provide to our team electronically. For example, a PDF Contract can fill out all contact and animal details for your Adoption Contracts. The PDF contract is set up by RescueGroups.org support. For more information about creating PDF contract files online for your organization, see PDF Contracts.