Through the GRM Pipeline View, you can change and move data from one submission into a new submission on the same form or onto another form entirely. This is useful for corrections, renewals, licenses and permits.
NOTE: FormFill only works with Single Line Fields and Multi Line Fields and is only available to Director and Owner level users.
Setting Up API Aliases
Before going into the GRM, make sure your form is completely set up in SeamlessDocs and that all of the fields have an API Alias. This is done in the form's editor and only on a field-by-field basis. If you are going to copy the data from one form onto a different form, then you will also need to add the same API Aliases from your first form to the second one.
Accessing the Pipeline View for a Form
For those users who have the GRM Pipeline available in their plan, it can be accessed two ways. First by clicking on a submission once in your Forms Manager Lobby and then clicking on the GRM button that will appear in the top right:
Or if your starting from the Submissions Manager you will see the GRM button available similarly in the top right corner:
Create a Submission Using FormFill
Once you are in the Pipeline view as described above Select the submission you'd like to use. This will make the FormFill button appear in the top right:
A popup window will appear where you can review the data from the submission. You can update the information as needed and then click the Confirm Information button to move forward.
Depending on your use case, select either Use Current Document or Use a Different Document. If you select use, Use a Different Document then you will be able to browse through your folders and forms to find the form you'd like to copy the data into.
NOTE: If you are using FormFill to push information from one form to another, then keep in mind that you will only be able to transfer information from a Webform to a Doc or from a Doc to a Doc. It is not possible to use FormFill to push information onto a different Webform.
Once you receive the message that the new document has been created, select Open Link in New Tab or the Google Link to review the submission to make sure that it's correct. If your form has a workflow and the first signer is known, then they will get notified that they need to sign the form. If your first signer is unknown then you will want to copy and paste the Google Link to send back to the first signer.