Reviewing Intake Form Submissions
See every client's signed and unsigned intake forms in one place.
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Open your dashboard, then Intake Forms > Submissions
Every submission across every client — signed, unsigned, or expired — lists here.
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Click a row to open it
The Status column shows Signed, Unsigned, or Expired at a glance — search by client or form name to narrow a long list.
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Review the signed answers
Every answer the client submitted shows here, along with when they signed and the typed name they signed with — it's read-only.
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Or, if a client hasn't finished yet
Rows still Pending or Expired open to this instead — there's nothing to review until the client completes and signs it.