Pack templates, reminders and returned records

Open Forms › Shared, then open the pack. The detail shows its message, items, options, people, progress and a Timeline of what has happened. Someone opening their link isn't the same as finishing the required work. Managing packs needs the Manage share packs permission.

Reuse a pack as a template

On a pack, choose More → Save as template and give it a Template name. Back in Shared, choose Templates beside New pack and pick the template to start a new pack. Delete template removes one you no longer need.

A template brings the pack's content and options. Check the title, items, expiry, record and recipients before sending. It never copies anyone's completed answers or signatures.

Open-link packs

A pack sent with Anyone with the link can join shows an Open link section with the link and its code, each with a copy button (Copy link and Copy code). Share both with the people who should join. Each visitor gives their own name and email and then appears under People. Named people can still be added later.

Add one person or several

Use Add in the People section for one person (Name and Email), or More → Add several people to paste a list, one person per line:

Alex Morgan <alex@example.com>
Sam Taylor, sam@example.com

A line without an email address isn't added, so check the list afterwards. People added to a sent pack get their invitation straight away. People added to a draft wait until it is sent. Each add takes up to 100 people, and a pack holds up to 500.

Reminders, new codes and emailed copies

• Remind automatically every three days follows up unfinished named recipients every three days, up to three reminders, while at least a day is left before the pack expires. People who joined through an open link aren't reminded. You can switch it on or off on a sent pack.
• A named person's Options → Remind sends a follow-up now. Each reminder carries a fresh link, so they should use the newest email.
• Options → New link and code replaces both and clears a locked code. The old ones stop working. Don't use it just to check whether someone has finished.
• Email each person a copy when they finish sends each person a PDF of what they submitted and signed when they complete the pack. The person's row shows whether the copy went or failed. A completed pack and a delivered email are separate things.

Read and export what came back

Expand a person to see their progress on each item. Open their submitted form, or Signed copy for a signed document. Options → Download PDF downloads their bundle: form answers, read acknowledgements, signatures and activity. A bundle downloaded before they finish shows what was recorded so far. The link icon on their row copies their personal link.

If the pack was linked to a record under About, the returned submissions and files can also be reached from that record, within your permissions. Reviewing a returned form is a separate step from the person completing the pack.

Expired and withdrawn packs

After the Available until date, the links stop working. When a pack expires with people still unfinished, the person who created it and everyone with Manage forms are told "{pack} expired with {n} people still to finish". The notification mentions extending the expiry, but the app has no control for that yet. Send a new pack when more time is needed.

• Options → Withdraw on a person closes their access.
• Withdraw pack closes the whole sent pack and keeps its history.
• An unsent draft has Delete draft instead.

Check the work is finished before withdrawing access.