How to Access Form Submissions

Modified on Wed, 11 Sep at 1:31 PM

Overview of Form Submission Data 
This area is where your CRM aggregates and organizes all form submissions. From here, you can review, download, or erase form data.

Note: Access to certain features may be restricted based on user permissions.


Setting a Date Range 
You can specify a time period to filter the form submissions you want to analyze.

Date Range Image


Refreshing Submission Data

At any point, you can refresh the data by clicking the refresh button.


Refresh Button

Selecting a Form 

You can choose a specific form from your list to view and analyze submissions made for that form.

Select Form Image


Using the Search Bar

After selecting a form, you can search for specific submissions by entering relevant information in the search bar.

Search Bar Image


Viewing Submission Data

This section shows the information provided by individuals who submitted the form.

Submission Data Image




Submission Date

You can find the submission date displayed in the upper right corner.

Date Submitted Image


List of Form Submissions

This section lists all submissions related to the form you have selected.

Form Submission List Image


Total Form Submissions

This area shows the total number of submissions for the selected form.

Total Form Submissions Image


Results Per Page

You can adjust the number of submissions displayed on each page by modifying this setting.

Results Per Page Image


Viewing Individual Form Submissions 

Each form submission will display essential details such as name, email, and the submission date. To select an individual or multiple submissions, click the checkboxes next to each entry.

Individual Submission Image


Downloading a Submission

To download a specific form submission as a PDF, click the download icon.

Download Submission Image


Deleting Submissions 

You can permanently delete selected submissions. Once deleted, this data cannot be recovered.


Downloading All Submissions 

If needed, you can download all form submissions as a PDF to save locally or share with others.

Download All Submissions Image


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