This tab only shows WebForms that were created after the software adding this tab was released (10/02/2023).
The Forms tab in the Applicant Summary shows any WebForms related to the applicant. For each form, the following details are shown:
Remote Signature Summary
To add additional columns to the list, select the list icon on the top right to configure optional fields.
Here you can select from a range of additional fields and up to three additional columns to be shown.
Fields with multiple names can be added as a comma separated list. You can have up to three fields per optional column.
The following filtering options are available from above the list. Once you have entered the necessary details, press Enter or select the Search icon to run the search and apply your filters.
Modified Status – Here you can filter the list according to how recently the form’s status was changed.
Remote Signature Status
Number of records displayed
Along with these, additional fields can be added by selecting More. Choosing a field will add it to the top bar, where it works like the filters explained above. The following fields are available:
Head Office User
Include Previous Versions
Selecting More also shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.
Using the tickboxes to the left of the list allows you to select forms for processing.
The processing actions available here are the same as those in the WebForm List.
Selecting the … icon by a form in the list will show various options depending on the form’s status.
The actions available here are the same as those in the WebForm List.