You can make changes on a user form easily. (You can also direct your users to make the change for themselves if you require a user to create a login and the forms are not locked after submission. If your system is Anonymus, then any changes must be made by an admin, through the project back-end.)
This is useful if there has been a mistake made or information needs to be updated. As an admin, you can update any field or form from the back-end (excluding an e-signature made by a User).
To begin, navigate to User Management.
Use the search bar to find your desired applicant by searching their first name, last name, email address, or by filtering by data points. Once the applicant has been located, click their status bar, which corresponds to how many mandatory forms they have completed.
By clicking their status bar, a panel will open on the right-hand side, with a form overview – what is complete or incomplete.
From here you can click on the specific form you want to edit. The desired form will load, keeping the applicant’s profile on the right-hand side.
Click inside the form to edit, and then click “Save Form” at the top when done to save the information.
You can also navigate through several forms and adjust as needed.
Note: By changing the fields in an applicant’s form, you are overriding their original answers and losing the initial information. Your new reports and quick view information will also be updated.