Change the Status of a Form

You can change the status of a form to track its progress to completion.

  1. Click on Forms in the header.
  2. In the row for the form you want to update, click the Status column and select the new status.
    If a signature is not required, the status is updated. If a signature is required, the Change Status window appears.
  3. (Required) In the Status field, select the status to apply to the form.
  4. In the Status Change Comments field, enter the reason for the change or any comments about the status change.
  5. In the Signed By field, click the plus sign to add a signature.
    1. In the Organizations field, select your organization.
    2. In the Person field, select yourself or click the plus sign or the drop down list to select a different person.
    3. If you add a new person, have that person enter their mobile PIN as their signature.
  6. Click Sign.
The form status is updated.