Introduction
The Forms Dashboard in BoloSign allows you to manage, view, and perform various actions on your forms efficiently. This guide will walk you through the steps to navigate and utilize the Forms Dashboard.
1. Click on "Documents"
2. Click on "Forms"
3. Click on "Responses"
4. The responses can be viewed
5. Click on the "preview link"
6. Redirects to the preview page
7. Click on Action, to perform various actions such as edit, copy, customize, bulk send, and delete
8. Type the form name to search for a specific form
FAQs
How do I access the Forms Dashboard in BoloSign?
Click on "Documents" in the BoloSign dashboard, then select "Forms" to access the Forms Dashboard.Can I view the responses for my forms in the dashboard?
Yes, click on "Responses" next to the form to view all the collected responses.How do I preview my form?
Click on the "Preview Link" to see how your form appears to respondents.What actions can I perform on my forms in the dashboard?
You can edit, copy, customize, bulk send, and delete forms by clicking on the "Action" button.How can I find a specific form in the dashboard?
Use the search bar to type the name of the form you are looking for to quickly locate it.
Conclusion
The Forms Dashboard in BoloSign provides a centralized location for managing all your forms, viewing responses, and performing various actions. By following these steps, you can efficiently navigate and utilize the Forms Dashboard to enhance your document management process with BoloSign. This feature streamlines your workflow and ensures you have easy access to all your forms and their corresponding data.