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Submitting & reviewing an external form (recipient view)

External PartiesAll usersVerified 17 Sep 20261 min

Submitting

Open the link you received, fill in the form, and submit — no login required.

Reviewing & signing off

If you've been set as a reviewer, you'll receive a link to check the submission and sign off before it's considered complete.

Walkthrough video

Every step above, performed once in a demo organisation.

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