When a Client submits a completed Webform Checklist the following process occurs:

What happens when a Client submits a Checklist:

1. The Client clicks the Checklists Submit button
2. The Client is advised on screen that the Submit is successful. The Client also receives an email advising the submit is successful. This email provides a direct link to the submitted checklist (the submitted checklist displays as a PDF document) and a login to the Client Portal (only if the Practice subscribes to the Client Portal).

1. The staff member responsible for the Client (or the default employee) receives an email advising a Checklist has been submitted

1. The following Email Job status's are updated:
   1. Email Status – Viewed
   2. Task Status – Submitted
   3. Job Status – Active
2. If the Practice uses AutoMate, the Email package (this includes the PDF of the Webform Checklist and any attached files) will synchronise down to the relevant Client Folder within the Nimbus Documents folder located on your fileserver
3. If the Practice does not use AutoMate, the Webform package will need to be downloaded or saved to a local drive