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.

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.