Getting to Know the Different Capture Views

To access the different areas of Capture, click More in the main menu. Choose Capture, and then choose from the available options: 

• Form Builder
• Submissions Page
• Web Forms List

Form Builder

When you first view the Form Builder, the page shows a list of existing forms you can share directly with clients. 

A. Use the Search box to search for a specific form by name.

B. Click the Status and Matter Type drop-down lists along the top of the window to filter the list to show just those forms that meet the criteria you select. The columns in the list show the form's current status and which matter type it's associated with.

C. Click Create Form to create a new form. (See Creating a New Capture Form for help.)

D. For each individual form, use the options in the Action column to do any of the following tasks. Your options may change depending on whether the form is published or not: 

• Edit: Use this option to make changes to an unpublished form. 
• Preview: Use this option to review how a form looks and functions. Previewing a form before publishing it can help you see how the form will appear to your clients or prospects.
• Publish / Unpublish: Use this option to publish or unpublish the form. 
• Remove: Use this option to delete the form from your Capture system.

Submissions Page

When you first view the Submissions page, it lists all the forms that have been submitted. 

A. Use the Search box to search for a specific form by name.

B. Click the Status, Party, Matter, or Matter Type drop-down lists along the top of the window to filter the list to show just those forms that meet the criteria you select. The columns in the list show indicators to help you identify this information.

C. For each individual form that has not yet been uploaded to Actionstep, click the ellipses icon in the Action column to do any of the following tasks:

• Choose Review to review the answers your client has provided. You can make updates and save those changes. (To copy them to Actionstep, however, you need to use the Import option.)
• Choose Import to copy the information gathered by the form to Actionstep. Information about the client and/or matter will be updated. Once the data is uploaded, your client can no longer use the form.  
• Choose Re-Email Form to resend the form to the client using email.
• Choose Copy URL to copy the URL so you can paste it and share it using the method of your choosing.
• Remove to delete the form response.
• Choose Fix Duplicates to review duplicate submissions and resolve them. 

D. The Complete status indicates when a submission has been reviewed and imported. At this point, you can no longer interact with the submission in Capture.

Web Forms List

The Web Forms > Web Form List page shows a list of existing forms you can include on your website. 

A. Use the Search box to search for a specific webform by name.

B. Click the Status or Matter Type drop-down lists along the top of the window to filter the list to show just those webforms that meet the criteria you select. The columns in the list show the form's current status and which matter type it's associated with.

C. Click Create Form to create a new form. (See Creating a Webform for more information.)

D. For each individual form, click the ellipses icon in the Action column to do any of the following tasks. Your options may change depending on whether the form is published or not:

• Choose Edit to make changes to an unpublished form. 
• Choose Preview to review how a form looks and functions. Previewing a form before publishing it can help you see how the form will appear to your clients or prospects.
• Choose Publish / Unpublish to publish/unpublish the form. 
• If a form is published, choose Embed to display the script / form code you need to copy and then embed on your firm's website.
• Choose Remove to delete the form.