Adding/Removing Recipients to a Form from the Dashboard - 2022

Adding/Removing Recipients to a Form from the Dashboard - 2022

From the Dashboard:

Adding a Recipient:

Step 1:  Select "Features"

      

Step 2:   Select "Forms"
      
      

Step 3:  Click the "Pencil" (edit) 

      

Step 4:  Select the "Submission Settings" tab

      

Step 6:   Scroll down and click the "+" sign next to 'Send Responses to'

      

Step 7:   Type in an email address and hit <Enter>

      

Step 8:  Click "OK"


Removing a recipient:

Step 1:  Select "Features"

      

Step 2:   Select "Forms"
      
      

Step 3:  Click the "Pencil" (edit) 

      

Step 4:  Select the "Submission Settings" tab

      

Step 6:   Click the "X" next to the email address

      

Step 7:  Click "OK"
    • Related Articles

    • Adding/Removing Recipients to a Form

      Add a recipient:   Click "Forms" Choose "Edit" on the desired form Click the + button next to "Send responses to" Add the email of the person that you are wanting the responses to be sent to Click "Ok"  Remove a recipient: Click "Forms"  Choose ...
    • Create new Manual Calendar (Dashboard) - 2022

      Step 1:  Under "Features" click "Events"        Step 2:  Click "+New"        Step 3:  Name the Calendar and click "Ok"        Step 4:  Locate the calendar, and click on the "eye" (View) icon        Step 5:  Click "+ Create Event" in the bottom left ...
    • Adding a Form

      Click “Forms”  Click “+New” Name the form and type a description (optional) Click “+”by “Send responses to” and add an email to receive the form responses (optional) Click “Ok”
    • Adding Accounts to Dashboard for New Contacts

      Click Accounts>Dashboard Click "+ New" near right-hand side. Click "+ Create account(s) for new contact(s) Enter first name, last name, email, account type, contact type Click "Create Accounts"  *To add more than one account at a time, select "+Add ...
    • Exporting Form Responses from the Dashboard - 2022

      From the Dashboard: Step 1:  Click "Features"                           Step 2:  Select "Forms"        Step 3:  Click the "Square Box" to view submissions        Step 4:  Click "Export to CSV"        Step 5:  An excel spreadsheet is downloaded to ...