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Tracking the external form register & sending reminders

External PartiesFor adminsVerified 4 Sep 20261 min

The register

The form status list shows which external forms are outstanding, in progress, or complete.

Reminders

Select Send Reminder on a single outstanding form, or select several for a bulk reminder.

Bulk export & cleanup

Export multiple submissions as a ZIP, or delete rows that are no longer needed.

Walkthrough video

Every step above, performed once in a demo organisation.

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