Emailing or Downloading in the Forms Module

Emailing or Downloading in the Forms Module

How to download submitted forms?

  1. Click Dashboard
  2. Click Forms
  3. Click on the title of a form
  4. Click Download button
    NOTE: If your form is an anonymous form, click Email/Download button on the left-side menu, then click the Submissions tab, select Go for All Submissions
  5. Select the fields to include in your download file or click Check All option
  6. Scroll down and click the Download Report button. This will download an excel file into your default download folder location

How to view or download the results of a voting form?

  1. Click Dashboard
  2. Click Forms

  3. Click on the title of the voting form to open it, this will show you the on-screen results of the ballots.
  4. Click the Download PDF button located to the right side of the screen to download a file of the results.

How to email applicants who submitted a form?

  1. Click Dashboard
  2. Click Forms
  3. Click on the title of a form
  4. Click Email button

  5. The email compose screen will appear where you can draft the contents of the email message.
  6. Click Preview Email. This will send a copy of the message to your inbox
  7. You may edit the message or deselect recipients who will receive the message
  8. Click Send button to send the email

How to email all incomplete applicants?

  1. Click Dashboard
  2. Click Forms
  3. Click on the title of a form
  4. In the left-side menu, select Email/Download menu option
  5. Click Submissions tab
  6. Click Go button for Incomplete Submissions
  7. Click Send Email button
  8. Draft the message content
  9. Click Preview Email. This will send a copy of the message to your inbox
  10. You may edit the message or deselect recipients who will receive the message
  11. Click Send button to send the email

How email to a Reference/Endorser who has not submitted a response/uploaded content?

  1. Click Dashboard
  2. Click Forms
  3. Click on the title of a form
  4. In the left-side menu, select Email/Download menu option
  5. Click Submissions tab
  6. Click Go button for Application Sponsors/References
  7. Click Email Incomplete endorsers
  8. Click Advance button

  9. Click Send Email button
  10. Draft the message content
  11. Click Preview Email. This will send a copy of the message to your inbox
  12. You may edit the message or deselect recipients who will receive the message
  13. Click Send button to send the email

How to email all References/Endorsers

  1. Click Dashboard
  2. Click Forms
  3. Click on the title of a form
  4. In the left-side menu, select Email/Download menu option
  5. Click Submissions tab
  6. Click Go button for Application Sponsors/References
  7. Click Email all endorsers
  8. Click Advance button
  9. Click Send Email button
  10. Draft the message content
  11. Click Preview Email. This will send a copy of the message to your inbox
  12. You may edit the message or deselect recipients who will receive the message
  13. Click Send button to send the email

How to email voters who have not submitted a Ballot?

  1. Click Dashboard
  2. Click Forms
  3. Click on the title of a form
  4. In the left-side menu, select Email/Download menu option
  5. Click Submissions tab
  6. Click Go button for Contacts in Group that have not Submitted
  7. Select the eligible voting groups. Hold CTRL/Command key to select multiple groups.
  8. Click radio button for Active Members
  9. Click radio button for All Members (this will send to Do Not Contact individuals) or 'Only members who wish to be contacted'
  10. Click Advance button
  11. Draft the email message
  12. Click Preview Email. This will send a copy of the message to your inbox
  13. You may edit the message or deselect recipients who will receive the message
  14. Click Send button to send the email


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