For each Digital Form you send to a client, a To-do is automatically created and assigned to them.
By default, a To-do is allocated a 10 day due date and reminders are sent via email and push notification on an automated frequency. The automated frequency for reminders is 90, 30, 21, 14, 7, 3 & 1 day before the form is due and if overdue, this frequency continues (until 90 days after the due date).
The due date and reminder frequency can be adjusted by you.
Also, within a digital form, to-dos can be added and assigned to a client, team member or yourself.
All to-dos relating to a digital form can be found in one consolidated area for easy reference.
To view To-dos relating to Digital Forms:
- Navigate to the Digital Forms area of your Partner Portal and select the type of Form To-dos you want to view.
- Click on the 'All to-dos' link at the bottom of the list of forms.
- A list of all To-dos relating to the Digital form is shown.
Here you can filter and edit the To-dos as necessary. You can also adjust the status of the to-do.
How do digital forms work?
How do I use the filter in the client To-dos?