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Who it’s for:Project LeadAdmin
Available on:Web
Every completed form lands on the job’s Forms tab as a response you can open, plus a company-wide view listing every form response across all your jobs. Open a response to see it laid out as questions and answers, or — for older-style forms — as a downloadable PDF.
  • Mark a response Reviewed once office staff have checked it, so it’s easy to see what’s still outstanding.
  • Edit a response after the fact if a correction is needed — editing an already-reviewed response prompts a confirmation first, since it may affect something already signed off.
  • Move a response to a different job if it was logged against the wrong one, or delete it entirely.
This level of access is limited to office staff (Project Leads and Admins) on web — Technicians, External Users, and anyone viewing through a public share link can submit and view forms but can’t edit or delete a response after submission, and the company-wide Forms page isn’t in their sidebar at all.