How to View Form Submissions in PhotoBiz

How Do I View Submissions Sent Through My Custom Forms?

How to View Form Submissions in PhotoBiz

Overview

The PhotoBiz Form & Contract Builder stores responses submitted through your forms so you can review them from your account when needed. The SUBMISSIONS section shows submission activity across all of your forms for the current year by default.

You can filter submissions by form category, month, or year to find responses from a specific form or time period. This guide walks you through opening the Forms Dashboard, filtering your submissions, selecting a form, and reviewing an individual response.

STEP ONE

This opens the Forms Dashboard, where you can manage your forms and access submitted responses.

STEP TWO

Click SUBMISSIONS at the top center of the Forms Dashboard.

The Submissions section opens and displays submission activity across all of your forms for the current year by default. Forms are organized by category, and the submission count shows how many responses match the filters currently applied.

STEP THREE

Use the CATEGORY, MONTH, and YEAR dropdown menus if you need to narrow the submissions displayed.

Select a specific form category, month, year, or combination of filters. After selecting your filters, click SEARCH to update the results.

If you do not change the filters, the Submissions section continues to display results for all categories and months within the current year.

STEP FOUR

Locate the form you want to review and click its name in the FORM column.

The SUBMISSIONS column shows how many responses for that form match your current filters. Clicking the form name opens the list of submissions received through that form.

From this screen, you can also select one or more submissions using the checkboxes if you need to perform an available action on those responses.

STEP FIVE

Click the individual submission you want to review.

This opens the Submission Details page for that response.

FINAL STEP

Review the submission details and form responses.

The Submission Details section shows information about the response, including the submission date, form category, form name, contact email, contact name, and IP address.

Below the Submission Details section, the Form Responses section displays the answers the contact submitted through the form.

From this screen, you can also click DELETE, PRINT, DOCUMENT VIEW, BLOCK SENDER, or START CONVERSATION when you need to take additional action on the submission.

Finding Older Form Submissions

The SUBMISSIONS section displays the current year by default. If you are looking for an older response, select the appropriate YEAR and, if needed, narrow the results further by MONTH or CATEGORY.

After changing the filters, click SEARCH to refresh the results.

If you cannot find a submission where you expect it, checking the YEAR filter is a good first step.

Viewing Submissions for a Specific Contact

Submitting a PhotoBiz form adds the person to the built-in CRM/Contacts section of your account.

If you want to review submissions associated with one specific client or contact instead of searching by form, you can view that contact's form submission history from their CRM record.

See How to View or Delete a Specific Contact's Form Submissions for the complete workflow.

Deleting Form Submissions

You can delete an individual submission or multiple submissions from the submissions list for a form.

Select the checkbox next to each submission you want to remove, then click DELETE. You can also delete an individual response after opening its Submission Details page.

Deleted form submissions cannot be recovered.

If a submission contains a file uploaded through the form, you must delete the uploaded file before you can delete the submission. Open the individual submission, delete the attached file from the submission details, then delete the submission.

Viewing a Submission in Document View

You can click DOCUMENT VIEW from an individual submission when you want to see the response in a formatted document-style layout.

See How to View Form Submissions in a Document Format for complete instructions.

Printing Form Submissions

You can print form submissions after locating the response or responses you need.

See How to Print Form Submissions for complete instructions.

How Long Form Submissions Are Stored

Form submissions remain stored in your PhotoBiz account as long as the account remains active, the associated contact and form remain in the account, and the submission itself has not been deleted.

Deleting the associated contact, deleting the form, or deleting the individual submission can remove the related submission record.

Deleted submissions cannot be recovered. If you need to retain a response for your records, consider saving or printing the information before deleting the submission, contact, or form.

Additional Options or Helpful Notes

The SUBMISSIONS section displays submission activity across all forms for the current year by default.
Forms are organized by category, making it easier to locate responses when you manage multiple forms.
Submission totals reflect the CATEGORY, MONTH, and YEAR filters currently applied.
Click SEARCH after changing your filters to refresh the results.
Form submissions are stored in your PhotoBiz account even if you miss an email notification.
Email notifications depend on the notification settings configured for the form.
Use the Forms Dashboard when you want to locate submissions by form or date. Use CRM/Contacts when you want to review submission history for one specific contact.
An individual submission also gives you access to PRINT, DOCUMENT VIEW, BLOCK SENDER, and START CONVERSATION.

Need Help?

Support Hours: Monday to Friday, 9am to 6pm EST

Phone: 866.463.7620

Support Channels: Phone, Live Chat, Support Ticket

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