What is the step to edit our client's file to add more information?

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    ConXion
    Asked on April 19, 2017 at 11:39 AM

    My case manager is no longer with our program, to enter more information on a register client, is there a icon to click to add more information?

    I'm now taking over the case management of entering case notes on register clients or general information, what is the step to re-open the client's file to add information?

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    Welvin
    Answered on April 19, 2017 at 01:13 PM

    I think you would like to edit the existing submissions so you can fill the other fields. In this case, you need to access the form submissions page: https://www.jotform.com/help/269-How-to-view-Submissions.

    In the form submissions page, select the submission that you want to modify from the bottom grid then click Edit on the top right side: