Managing Responses

The Responses tab of your campaign centralizes all received submissions.

Overview

The response list displays:

Column	Description
Respondent	Name or email of the user
Status	Current state of the response
Date	Creation date or last activity
Progress	Completed steps
Owner	Assigned team member

Filters and Search

Search

Use the search bar to find a response:

• By name
• By email
• By content

Status Filters

Filter responses by their state:

• In progress: user hasn't finished
• Completed: all steps are filled
• Validated: approved by your team
• Rejected: non-compliant, needs correction

Response Detail

Click on a response to see the detail:

Header

• Respondent information
• Current status with quick actions
• Creation date and last modification

Content

Complete view of entered data:

• Organized by section
• Uploaded files with preview
• Captured signatures

Actions

• Validate step: approve the current step
• Reject: request corrections
• Archive: file the response

Side Panel

Additional information:

• Action history
• Internal notes
• Generated documents
• AI summary (if configured)

Statuses and Workflow

Response Lifecycle

Created → In Progress → Completed → Validated
                       ↓
                   Rejected → In Progress (corrections)

Changing Status

1. Open the response detail
2. Click on the corresponding action button
3. Add a comment if necessary

Notifications

The user is automatically notified of status changes.

Bulk Actions

From the response list:

1. Select multiple responses (checkboxes)
2. Choose an action from the menu
3. Confirm

Available actions:

• Export to CSV/Excel
• Archive
• Assign an owner

Document Generation

For each response, you can generate PDF documents:

1. Open the response detail
2. Click Generate a document
3. Select the template
4. The PDF is created with the response data

Learn more about templates →

Electronic Signature

If your template contains signature areas:

1. Generate the document
2. Launch the signature procedure
3. Track progress in the panel

Learn more about signature →

Data Export

Individual Export

In the response detail:

• Download attached files
• Generate a summary PDF

Bulk Export

From the response list:

1. Select responses or "Select all"
2. Click Export
3. Choose the format (CSV, Excel)

Learn more about export →

Next Steps

• Workflow and statuses - Customize the lifecycle
• Data export - Retrieve your data
• PDF templates - Generate documents