> ## Documentation Index
> Fetch the complete documentation index at: https://pigeonholeapp.co.uk/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing Form Submissions

> How to review, approve, and manage form submissions.

# Managing Form Submissions

The **[Form Submissions](/admin/forms)** page is your central hub for managing all form assignments and submissions.

<img src="https://mintcdn.com/pigeonholeearlyyearsltd/XFnher-aqnGm6yio/images/form-submissions.png?fit=max&auto=format&n=XFnher-aqnGm6yio&q=85&s=7f5133ad1ce946b1283f328a23d9d261" alt="Form submissions list showing status, child name, and actions" width="945" height="369" data-path="images/form-submissions.png" />

## Understanding Form Status

| Status               | Description                                                                              | Available Actions          |
| -------------------- | ---------------------------------------------------------------------------------------- | -------------------------- |
| **Created**          | Form assigned but not sent to parents/staff                                              | Edit, Delete, Send Form    |
| **Sent**             | Email sent to parents, awaiting completion                                               | Send Reminder, Resend Form |
| **Awaiting Signoff** | Form has been submitted, but has some required empty fields that are not parent editable | Edit, Delete               |
| **Completed**        | Form submitted by parents/staff                                                          | View, Download             |

In addition, any **Overdue** items have a red status. You can also filter by 'Overdue' items in the table filters.

***

## Form Submission Actions

### Sending Forms to Parents

**Individual Forms:**

1. Find the form with "Created" status in the form submissions list
2. Click **Send Form** under the **More Actions** (...) icon
3. Confirm sending in the dialog
4. Parents will receive an email with a secure link. They can also log in to Pigeonhole and see all their forms for submission, and submit them directly from the app.

**Bulk Sending:**

1. Select multiple forms using checkboxes
2. Click **"Send/Remind"** bulk action
3. Confirm the action
4. All selected forms will be sent. If they have already been sent a reminder will be sent

### Sending Reminders

For forms with "Sent" status:

1. Click **Send Reminder** under the **More Actions** (...) icon (you can also resend the form if the recipient hasn't received it)
2. Or use bulk actions for multiple reminders
3. Parents receive a reminder email with the same secure link

### How Automatic Reminders Work

**Timing:**

* Reminders are sent **2 days before** the due date
* Overdue notifications are sent after the due date has elapsed

***

## Viewing and Editing Completed Forms

### Viewing Completed Forms

1. Click the **Eye** icon for completed forms
2. View all submitted data in a formatted layout
3. See who submitted the form and when
4. Download the completed form for offline storage or printing

<img src="https://mintcdn.com/pigeonholeearlyyearsltd/XFnher-aqnGm6yio/images/form-completed.png?fit=max&auto=format&n=XFnher-aqnGm6yio&q=85&s=b537eec3a32541fe432115b94881dc15" alt="Completed form view showing submitted data and download option" width="768" height="565" data-path="images/form-completed.png" />

### Editing Completed Forms

1. Click **Edit** under the **More Actions** (...) icon
2. Edit any fields as required
3. Click **Submit Form** to save any changes

<img src="https://mintcdn.com/pigeonholeearlyyearsltd/XFnher-aqnGm6yio/images/form-completed-edit.png?fit=max&auto=format&n=XFnher-aqnGm6yio&q=85&s=bc77569d89a24d3f13390eeefeabec47" alt="Edit view of a completed form with editable fields" width="750" height="247" data-path="images/form-completed-edit.png" />

<Warning>
  Updates to a completed form do not update the completed PDF for download.
</Warning>

***

## Filtering and Searching

Use the filtering options to find specific forms:

**Available Filters:**

* **Status**: Created, Sent, Completed, Awaiting Signoff
* **Type**: Child or Staff Forms
* **Form**: Filter by specific form names
* **Overdue**: Show only overdue submissions

<img src="https://mintcdn.com/pigeonholeearlyyearsltd/XFnher-aqnGm6yio/images/form-submission-filter.gif?s=4e1fad38b44ebf428fe5821fcb4609d2" alt="Animated demonstration of filtering form submissions by status and type" width="1548" height="720" data-path="images/form-submission-filter.gif" />

**Search**: Use the search box to find forms by child name, staff name, email address, or form name.

***

## Public and Anonymous Form Submissions

Submissions from [public forms](/managers/custom-forms/creating-forms#public-forms) and anonymous email assignments appear in the submissions list alongside regular child and staff form submissions.

* **Name display**: The submitter's name is shown in the Name column (from the name they entered when submitting)
* **Email display**: The submitter's email address is shown in smaller text underneath their name
* **Unassigned indicator**: A wrench icon indicates the form is not yet linked to a child or staff member
* **Assigning to a record**: You can link a completed anonymous submission to an existing child or staff member via the **More Actions** (...) menu — see [Assigning Completed Anonymous Forms](/managers/custom-forms/assigning-forms#assigning-completed-anonymous-forms)

***

## Manual Form Upload Process

Sometimes parents/staff may complete forms offline (printed copies) or you may need to manually enter form data. The system supports manual form handling.

### Downloading Blank Forms

1. Go to **[Settings -> Forms](/admin/settings/forms)**
2. Find your form in the list
3. Click the **More Actions** (...) menu -> **"Download"**
4. This downloads a blank PDF version of the form
5. Print and distribute to parents as needed

<img src="https://mintcdn.com/pigeonholeearlyyearsltd/XFnher-aqnGm6yio/images/form-submission-download-2.gif?s=f5c597bddb70995dd49b4b4cf5fbe8a5" alt="Animated demonstration of downloading a blank form as PDF" width="1548" height="720" data-path="images/form-submission-download-2.gif" />

### Manual Form Entry Process

When you have a completed paper form or need to enter data manually:

#### Step 1: Access Manual Entry

1. Go to **Form Submissions**
2. Find the form assignment

#### Step 2: Complete the Entry

1. **Enter Form Data**: Optionally fill in all the form fields based on the paper form. This will make the data available for export and use in the AI assistant.
2. Either **Upload PDF**:

   * Scan or photograph the completed paper form
   * Use the **"Upload PDF"** button to attach the file
   * This creates a permanent record of the original submission

   Or:

   * Fill in the details as necessary. Without uploading a form, all fields will be required.
3. **Save**: Click **"Update Form"** to save all changes

<img src="https://mintcdn.com/pigeonholeearlyyearsltd/XFnher-aqnGm6yio/images/form-submission-manual.gif?s=e5e19c42c2c2a952a81d94561c2915a8" alt="Animated demonstration of manually uploading a completed form" width="1020" height="720" data-path="images/form-submission-manual.gif" />

The form now appears in completed submissions with all data and attached PDF.
