Reviewing Completed Capture Forms

In this article:

• Reviewing a Form Submitted by a Client
• Reviewing a Form Submitted from Your Website

Once a client or prospect has completed a Capture form or web form, you can review the submission and import the information into Actionstep. 

Reviewing a Form Submitted by a Client

When you share matter-specific forms with your clients, their information is record in the matter itself. You can then review their submissions and accept the information as part of the matter. 

To do this:

1. In Actionstep, view the matter for the client whose form you want to import into Actionstep. (See Editing a Matter for help.)
2. Click the Capture menu icon. The Capture page appears.
   NOTE:  You can also access all submissions by going to More > Capture > Submissions.
3. Review the list of forms and find one with the Received status. (Use the Status filter along the top of the window to more quickly find submitted forms.)
4. Optionally, click the ellipses icon and choose Review to review the answers the client provided.
   You can make adjustments to their information, if needed. Click Save & Close when you're finished.
5. Click the form's ellipses icon and choose Import.
   The Import Form window appears.
6. Confirm you want to complete the import by clicking Import.
   
   The information from the form is imported into the matter. Depending on the type of information the form was requesting, this means client information may be created or updated, or data collections associated with the matter may be updated. Additionally, the form's status is changed to Complete. 

Reviewing a Form Submitted from Your Website

You can review forms submitted from your website. 

To do this:

1. In Actionstep, go to More > Capture > Submissions. The Submissions page appears.
2. Find the webform you want to review.
3. Click its ellipses icon in the Actions column and choose Review from the list of options. The completed webform is displayed so you can review the information. 
4. If needed, make any changes and click Save and Close. You are returned to the Submissions list. 
5. Click the ellipses icon again and choose Import. The Import Form window appears.
6. Enter a Matter Name. This will be used to create a new matter in your system. 
7. Click Import. The new matter is created and the information provided in your form is imported into it.