Review a Form

Article applies to:

• ShareFile Employee users

Service providers can track assigned Forms either from the Tasks or the Projects menu. The following instructions provide the steps necessary to open and review Forms completed by the assignee.

Review a Form from the Tasks menu

1. Navigate to Tasks > Forms.

2. Select the Form you want to review.

3. Select the Responses tab.

   • If the Form has only one assignee, the requested information provided by the client displays for review.
   • If the Form has multiple assignees, select the assignee whose response you want to review.

   The requested information provided by the client displays for review.

4. Select the Attachments tab to view files uploaded across all form fields. Files from saved draft responses are also available from this tab.

When a service provider opens a Form in the full-screen details view, the associated Client and/or Project appear near the top when available. Select the Client or Project button to open the corresponding record. These navigation buttons do not change or remove the association and are not shown in the client portal.

Review a Form from the Projects menu

1. Navigate to Projects > All Projects.

2. Select the project for which you want to review the responses.

3. Select the Tasks tab.

4. Select the Form you want to review.

5. Select the Responses tab.

   • If the Form has only one assignee, the requested information provided by the client displays for review.
   • If the Form has multiple assignees, select the assignee, whose response you want to review.

   The requested information provided by the client displays for review.

6. Select the Attachments tab to view files uploaded across all form fields. Files from saved draft responses are also available from this tab.