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Creating Intake Requests from Forms

Intake forms make it easy to submit standardized requests that automatically inherit template settings and default assignees, streamlining the document creation process.

Step-by-Step Instructions for Creating an Intake Request from a Form

  1. Navigate to the Intake section from the left navigation panel. 

  2. Click on the Requests tab (if not already selected). 

  3. Click the New intake form request button. 

    new request
  4. From the dropdown, select the form you want to use.

    choose request (1)
  5. Fill in the required information in the form fields. Any help text provided by administrators will appear beneath the relevant fields. (Suggest screenshot of a form with fields and help text)

  6. If needed, add attachments by clicking the Add attachment button.

  7. When you're finished, click Submit to create your request. 

  8. Your request will be assigned to the default assignee (if one was specified for the form) and they will be notified of your submission.

Tracking Your Requests

  1. After submitting a request, you can track its status from the Requests tab.

  2. Click on any request to view its details, add comments, or check its progress.

Creating Documents from Requests

Once your request has been reviewed, you or an assignee can create a document based on the request:

  1. Open the request from the Requests tab.

  2. Click the Create document button.

  3. The system will automatically create a new document using the linked template, with all completed fields from your request already populated.

Why does this matter?

Creating intake requests from forms offers several advantages:

  • Ensures consistency in request information
  • Streamlines the document creation process
  • Automatically routes requests to the appropriate person
  • Reduces errors and duplicate data entry
  • Creates a clear audit trail for document requests

FAQs

Q: What happens if the form changes after I've created my request?
 A: Once you've created a request, it's independent of the form. Any changes made to the form afterward won't affect your existing request.

Q: What if I leave some fields empty in my request?
 A: Any fields left empty in your request will remain empty when the document is created. Only the information you provide will be populated in the final document.

Q: Can I still access my request if the linked template is deleted?
 A: Yes, you can still access your request even if the linked template is deleted, but you will not be able to create a document from it since the template no longer exists.

Q: Who can see my submitted request?
 A: The request assignee and users with the "Review and edit all request" permission can see and modify your request. You will always have access to requests you've created.

Q: Can I update my request after submission?
 A: Yes, you can update your own requests after submission by opening the request and making changes.