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Admins: How to Manage a Sent Form

Learn how to send reminders and manage recipients.

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How to Send Reminders to Multiple Recipients

The reminder will be sent to the recipients that are next in the workflow.

  1. Select Forms in the left-hand menu

  2. Select the name of the form to open the details

  3. Under Assigned Students, select the student records you would like to send a reminder to and then select Send Reminders.

  4. The reminder will be sent to the next recipients in the workflow.


How to Send a Reminder to a Single Recipient

  1. Select Forms in the left-hand menu

  2. Select the name of the form to open the details

  3. Open the recipient details by selecting the carrot next to the students name

  4. Select the paper airplane next to the recipient next in the workflow to send a reminder email

  5. Select Send to confirm that you would like to send a reminder email


How to Update Recipient Details

If a student enters an incorrect email address for a recipient, an admin has the ability to update the recipient details to the correct information.

  1. Select Forms in the left-hand menu

  2. Select the name of the form to open the details

  3. Open the recipient details by selecting the carrot next to the students name

  4. Select the pencil next to a recipient to edit their details

  5. Edit the recipient details and then select Save

  6. If the recipient is next in the workflow, the form email will automatically be sent out. If they are not next, an email will be sent to them when it is their turn to complete the form.


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