As an admin, you can launch submissions on behalf of other users. This can be helpful if an applicant is not able to start a submission on ClearForms themselves, but still would like to receive email notifications related to the submission.
This allows submissions to have multiple applicants assigned to them, which can be added at any time by the primary applicant or an admin. For example, this can be helpful when both a homeowner and a contractor want to be part of an application and receive email notifications.
Adding Applicants Directly from the Admin Page
Navigate to the Admin Start Page of a specific Form to launch the Form on behalf of any Applicant.
Navigate to the Form tab and select the form you wish to launch.
- Select the Start Form button.
- By default, the form will assign you as the applicant. To change the assigned user select the Change link. Search and select the user you want to launch the form for.
- Select the Start button to launch the submission.
Pro Tip: To quickly get started with a form select the Quick Launch button next to the Help widget. Then search and select the Start button for the form you wish to launch.
Adding Applicants from the Applicant Portal
In the Applicant Portal of a specific Submission, the Applicant can easily manage and add other Applicants to collaborate on the Form.
- Inside of the Submission, navigate to the top right corner of the screen and select Menu.
- Select Manage to edit and set up the Applicants assigned to this Submission.
- Type in the search box that says Search People to locate which user to assign as an Applicant.
- Select Make Primary to set that User as the Primary Applicant for this specific Submission. Any additional users assigned will be listed as Other Applicants.
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