Step 6: Manage Form Signatures and Track Progress
9 steps
4 minutes
Grouptrail
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Welcome to your Dashboard and the Tracker for your first form! Click anywhere on the title bar to toggle the Tracker closed/open
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Your Tracker displays ten rows at a time. Click page numbers or the forward/back arrows to see more rows.
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As signatures come in, the completion percentage indicates how many of the required signatures have been completed for that specific form.
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Click “+ Details” under a name to view more information about the signature status, including:\ • who has signed and who is still pending,\ • the date the form was last sent. Click “+ Details” again to hide the details."
Tip! The status of the form as a whole depends on the status of each signer for that specific form. The form status stays "Pending Response" until all the signers have signed.
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Sending a reminder is easy! With the Details open, just click "Send reminder" and the email is sent. The LAST SENT date updates to today and shows "Reminder sent"
Tip! When the page is refreshed by closing and opening the Tracker or by refreshing the browser tab, "Reminder sent" will switch back to "Send reminder"
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Use the "Status" drop down to filter results. View either "Pending Response" or "Response Received" The number of results is show below.
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Use "Type" to view one type of signer, students for example.
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Want to know how many students have signed? Use both filters together.
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After you send another form, both Trackers are visible on your site with the newest form on top. Click on a title bar to open a Tracker and manage those forms.
