Previewing the WebForm before it is sent

You can preview the WebForm before it is sent to Clients. This is helpful as it allows you to work through the WebForm just as a client would to ensure that you have worded all questions correctly.

From within the Create WebForm Job and while on the WebForm tab, click the Preview button.
Note that Preview mode does not allow you to Submit or Save the WebForm.

Access WebForm package after client submits it

There are a number of ways a WebForm package can be accessed. These are as follows:

Via the Client Folder
Via the Email Jobs grid
Via the Submit Notification email

Via the Client Folder

Navigate to the Client folder
Open the From Client folder
The WebForm package will show as a hyperlink as follows:
Click the + icon to expand the WebForm package. Nimbus will display the WebForm PDF and any files that were attached to the WebForm as follows:
If the package link is clicked (in the example above it would be BPOTTSUP 2013 Individual), Nimbus will ask if you wish to save or open the .ZIP file, or if you are using a Mac, the .ZIP file will be stored in your Downloads folder.
If individual file links are selected, Nimbus will display the file in the Nimbus document viewer.As soon as a WebForm package is downloaded, it is marked as Downloaded.

Via the Email Jobs Grid

From the Navigation menu, select Email Jobs
Select either the All Jobs or Jobs to be Downloaded view
Click the WebForm link shown in the Submitted Name column
Nimbus will ask if you wish to save or open the .ZIP file, or if you are using a MAC, the .ZIP file will be stored in your Downloads folder.
As soon as a WebForm package is downloaded, it is marked as Downloaded.

Via the Submit Notification email

When a WebForm package is submitted, the staff member responsible for the Client (or the default employee) receives the following email which includes a link to the Package:
Click the Package link within the email
Nimbus will ask if you wish to save or open the .ZIP file, or if you are using a MAC, the .ZIP file will be stored in your Downloads folder.
As soon as a WebForm package is downloaded, it is marked as Downloaded.

Accessing Parts of a WebForm Package

As discussed above, you can access any files that have been attached to a WebForm.
In this example, the client attached files to questions 4, 6 and 8.

When we look at the From Client folder, we can see that each document that is attached displays the question number as part of the filename. If there were two documents attached to question 4, the first file would be name Q04.01, and the second as Q04.02 etc.
If an individual WebForm Package file is clicked, the document will display in the Nimbus Browser.

Page:

Sending a Webform checklist to someone other than the Primary Contact
Page:

Submitting a Webform if do not have access to Folders
Page:

Change SECTION heading on Webform Checklist
Page:

Designing a WebForm
Page:

WebForm Emails

Access WebForm package after client submits it

Via the Client Folder

Via the Email Jobs Grid

Via the Submit Notification email

Accessing Parts of a WebForm Package

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