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Manage a Submission

Jacob Parker avatar
Written by Jacob Parker
Updated over a month ago

The intended audience for this article is Agents.

You can access submissions from any risk profile using the sidebar navigation Submissions tab.

Submissions Page

  1. Select New Submission New Submission + to start a new submission

  2. Select the All Statuses dropdown to filter by open and closed submissions
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Submission Actions

  1. Close Submission - sets submission status to Closed, locking any further edits.

  2. Edit Submission - Update name, target effective date, or due date.

  3. Download Submission Files - Get all submission assets in a ZIP file.

  4. Download Files (Flat) - Download a all forms in a submission as flattened PDFs.

  5. Delete Submission - Permanently delete the submission. Note: any related forms or other assets will still exist on the risk profile

Submission Detail Page

Manage Submission tasks and details from the Submissions detail page.

Submission Actions

The same quick actions are available on the submission detail page, accessible in the top right of the screen:
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Form Actions

  1. Select Open Form to view the selected form on the forms response page and/or update answers.

  2. View on Forms Page - Navigate to the Forms page, filtered to see all forms related to your submission

  3. Remove from Submission - Remove the form from the submission. The form will still exist as a standalone form on the Forms page.

Coming Soon

Future enhancements will include support for digital signatures and risk data integration in submissions.

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