The form-request review page is where admins audit portal submissions before they're accepted into the system. Use it to approve clean submissions and send back the ones that need changes — without losing the prior version.
Layout
- Submitted form (left) — read-only view of the fields the customer filled out, in the order of the template.
- Reviewer panel (right) — your notes, the running list of flagged fields, the version history of this request, and the action buttons.
Common tasks
- Flag a field. Click the field's flag control and add an annotation explaining what needs to change. Flags appear in the reviewer panel summary.
- Leave a reviewer note for context that doesn't belong on a single field.
- Approve when the submission is clean. The data feeds into the CRM record.
- Request changes to send the form back. The customer gets a notification and the form re-opens with your flags visible to them.
- Open a prior version from the version history to compare what changed between submissions.
Tip
Be specific in flag annotations. "Wrong date" is hard to fix; "Service date should be the install date, not the invoice date" lets the customer correct it on the first try.