How do I re-open a locked form?

If a customer has completed a Form with the 'Secure - locked after submission' setting, this Form appears on the Customer file with a Locked tag.

For privacy reasons, if there is a need to update the details within a Locked Form, it is possible to Re-open this Form. However, once a form is unlocked, it is not possible to lock it again.

To re-open a locked Form, open the Customer file by choosing Customers > List, and click on the Customer's name 

Scroll to the Forms section in the Customer file, locate the appropriate Form and click the orange Re-open icon 

The Form will now appear with a Re-opened tag: 

It is possible request that the Customer re-submit the Form by clicking the Request Update icon against the completed Form 

If a customer has completed a Form with the 'Secure - locked after submission' setting, this Form appears on the Customer file with a Locked tag.

For privacy reasons, if there is a need to update the details within a Locked Form, it is possible to Re-open this Form. However, once a form is unlocked, it is not possible to lock it again.

To re-open a locked Form, open the Customer file by tapping Customers and locating the Customer in your Customer List

Tap directly on the Customer name, and scroll down to the Forms section and select the relevant Form

If the Form has been locked, it will present with a red Locked tag

Tap on the Action Icon, then tap Re-open

The Form will now appear with a Re-opened tag:

It is now possible to edit the Form, or request that the Customer update the Form, by tapping the Actions icon again

If a customer has completed a Form with the 'Secure - locked after submission' setting, this Form appears on the Customer file with a Locked tag.

For privacy reasons, if there is a need to update the details within a Locked Form, it is possible to Re-open this Form. However, once a form is unlocked, it is not possible to lock it again.

To re-open a locked Form, open the Customer file by tapping Customers and locating the Customer in your Customer List

Tap directly on the Customer name, and then on the FORMS tab

If the Form has been locked, it will present with a red Locked tag

Long tap the Form and tap Re-open

The Form will now appear with a Re-opened tag:

It is now possible to edit, email, delete the Form, or request that the Customer update the form, by long tapping on the Form