Field2Base offers our customers the ability to view Sent Forms using the Online Docs feature of our Admin Portal. Online Docs is a searchable library of your company’s digital Forms submitted within the last 90 days. You can sort, search and download (via PDF) any Form that was sent in your Company.
|Note||Users must have the role of Online Docs User in order to view Online Docs.|
The Online Docs Exports feature allows you to access and download customized CSV files containing the data from your Sent Forms. This feature can be configured to your specific needs but must be implemented by our Professional Services team. For more information on Professional Services offered, see the article on Professional Services.
|Note||If you want to have the Online Docs feature enabled, please submit a ticket to our help center or call Support at 919-462-8500 ext.2.|
Viewing Sent Forms
- Log in to your company's Admin Portal.
- Select the Online Docs tab.
- Click on Sent Forms. You will only be able to view the Sent Forms for the Folders that you have access to. If you need to view all sent Forms for your company, you should have access to all Folders. The F2B Administrator for your company has the ability to set your access to Sent Forms.
Downloading a Sent Forms Report
You can download a Sent Forms Report in CSV format by clicking on the Excel button or by selecting CSV from the drop down option.
Sorting Sent Forms
Your Sent Forms are sorted by the Date Sent by default. You can easily change how your Forms are sorted by clicking on the columns headers. You can also change how many Forms are listed on a page by clicking on the # items to display drop down menu.
A. Reference Number: The unique identifier automatically assigned to every submitted Form.
B. Form Name: The Friendly Form Name that was created during Form design.
C. Sender: The user that completed and sent the Form.
D. Date Sent: The date the Form was submitted.
Searching Sent Forms
Beyond a simple sort, you also have the ability to perform a detailed search for specific Form(s).
- Click on the Show/Hide Filters button.
- Enter at least one search criteria.
- Click Apply Filters.
A. Form: This drop down menu will allow you to search by Form template. You will then only see sent Forms for the chosen Form template.
B. Ref Number: This text box allows for filtered results by a Sent Form's reference number.
C. Form Name: This text box allows for filtered results by the Form name. You can type any number of characters into this field and it will perform a substring search. For example, a search of “EXT” will return results “External Employee List Form” and “User Extensions Form”.
D. Sender: This field allows for filtered results by the sender.
E. Date Sent: This provides the ability to search for sent Forms within a date range.
F. Display Final Sent Form Version Only (applies to Workflow only): Check to display only the final sent Form after it has been through a workflow. This filter is applied by default.
Accessing a Form
You can open the PDF of your Sent Form in your browser by clicking on the PDF link for the Form. You can then view, download, save and print your Sent Form from your PDF application.