You can edit applicant information on their form for one user or multiple users. This is especially useful when you need to adjust how a group of applicants answered a specific question.
Begin in User Management. You can utilize the search and filtering tools to narrow your search to the users you’d like to edit information about. You can filter on any data point in your system.
Once you’ve selected your users, click the “View Forms” button.
Or by clicking the “Tools” button and then clicking the “View Forms” option.
After clicking “View Forms”, you will see a list of all of the forms in your project that apply to at least one of the selected users. You will also see the number of users who have access to each form listed. Find the form you would like to edit and select it.
Once you have selected the form(s) to edit, you can begin adjusting any information. You’ll begin with the first selected user. Click “Save Form” at the top to save changes. Then select your next user from the list on the left and make your next adjustment. Always remember to click “Save Form” to save your changes.
There are a few more actions you can take when viewing the form of your selected group. By clicking “Tools” you’ll find download options, bulk form action options, as well as individual user actions, like sending an email, pulling a report, or adding a form/product.