Form submissions can easily be viewed and managed in Smarter Drafter.
Overview
The "View and Manage Submissions" guide explains how to access, review, and manage form submissions within Smarter Drafter. It covers key submission statuses, available actions, and integration options for exporting and storing completed documents.
Learning Outcomes
By using this guide, you will learn how to:
- Access the Submissions List and review submission details.
- Understand submission statuses, including Generated and Saved.
- Perform actions such as downloading, resuming, cloning, and deleting submissions.
- Edit submission details and send documents to integrated systems like iManage or NetDocuments.
- View and export submission answers in CSV format.