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Create a new form submission request(s)
Create a new form submission request(s)

Set a due date and add reminders to requests that are tracked

Kevin Senior avatar
Written by Kevin Senior
Updated over a week ago

The advantage of requesting information using this option, over just sharing a link to the form's URL, is that the requests are monitored, a due date can be added and automated reminders sent to the recipient.

New information requests can be sent at any time. Navigate to the list of forms in your workspace and click the 'New request' link on the relevant form.

If you are sending the requests to other members of your account, just select their names from the drop down list, alternatively enter the recipient's email address.

Automated Reminders

Add a 'Response due by' date and send reminders to the recipient, saving you the effort of manually chasing outstanding or overdue requests.

Reminders will be sent automatically, prior to the due date; 5 days before, 2 days before and then finally the day it is due. This is designed to encourage a timely response.

To send overdue reminders, check the box and select the desired frequency.

Finally, you have the option to add your own personalised message to the email request that is sent to the recipient.

After your requests have been sent, their progress can be monitored by clicking on the 'View results' link.

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