The Forms tab in the Applicant Summary shows any WebForms related to the applicant. For each form, the following details are shown:

• Title

• Status

• Remote Signature Summary

Open

Optional Fields

To add additional columns to the list, select the list icon on the top right to configure optional fields.

Open

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.

Filtering the Form List

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.

• Sort By

• Title/ID Search

• Form Type

• Status

• 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:

• Field Value

• Form Template

• Owner

• Head Office User

• Include Previous Versions

Exporting the File List

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.

Processing Forms

Using the tickboxes to the left of the list allows you to select forms for processing.

Form Actions

Selecting the … icon by a form in the list will show various options depending on the form’s status.