Review form responses

When clients fill in your online forms, their answers land in Docs → Forms. Here's how to share a form and work through what comes back.

Share a form with a client

1. In Docs, click the Forms tab.
2. Click the form. Only Published forms have a link.
3. Under Share this link with clients, click Copy link.
4. Paste it into an email or text to the client.

Clients don't need an account. They enter their name (and their pet's name and email if they like), answer the questions and click Submit.

Work through responses

A number on the Forms tab and a new badge on a form show responses nobody has reviewed yet.

1. Open the form and find the response under Responses. Each shows the client's name and pet.
2. Click it to read the answers.
3. Click Copy for PIMS to copy the whole response as text, ready to paste into your records.
4. Click Download PDF if you want a saved copy. Drawn signatures are included.
5. Click Mark reviewed to clear it from the new count. Mark as new puts it back.

For admins

Admins also see Edit questions, Publish form or Unpublish (stop accepting responses), Duplicate and Delete form here. See Build a client form.