This article is to help you learn how to view a Secure Form submission in the WEO Platform. These Secure Forms are most often Request Appointment forms, but they can be setup for anything. The difference between Secure Forms and Emails Forms is that you are required to login to the WEO Platform to view them, whereas with Email Forms the submissions are also sent straight to an email. For Secure Forms, you will receive a notification email when a patient/person submits a form alerting you to login and view the form.
Please follow the below steps to view a Secure Form submission.
1. Login to the WEO Platform. If you've already logged in and navigated away from the Main Page, navigate back to the Main Page.
2. You will now see the Main Page in the Platform. On this page, front and center, is a section called Your Services. If you have a Secure Form or an Email Form with WEO, you should see a Form icon link. Click on this icon link.
3. When the Online Forms page loads, go to the Secure Forms section. Locate the Secure Form for the submissions you want to view and click on the Inbox button under Actions.
4. Next, the Form Submissions Inbox page will load for the selected Secure Form. This page displays a list of successfully submitted Secure Forms. To view a form submission, click on the View button under Actions.
Please Note: All unopened submissions in the WEO Platform will show up in bold font. Once a submission is clicked on, the text will change to regular, unbolded font in the list of submissions.
5. Now that you've been able to view your form submissions, it is advised that you declutter the Form Inbox by archiving processed submissions. To do this, click on the Send to Archive button under "Actions" for the selected submission.
6. Archived form submissions are still accessible, they just are taken out of the Inbox. You can view archived submission by clicking on the View Archive button.
7. That's it! You now know how to view and archive Secure Form submissions!
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