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In this guide you will learn how to view submitted consultation forms from your clients. Before proceeding, make sure you are familiar with consultation forms; we recommend you see our help guide on How to create your own consultation.
How to view a submitted consultation form
Before viewing a consultation, your client needs to have submitted the consultation. When a client is still in the draft phase of completing their consultation form, you will not be able to view their progress, only onec they submit their consultation will you have access to their responses.
1
To view the consultation, head to the customers tab in Timely and search for the client you've sent the consultation to.
2
Once you've selected the client, click the documents tab on the client's profile.
3 In the documents tab, you'll be able to see all of the sent consultations. If your client has filled in the consultation, you can click view. If the client hasn't yet filled in the consultation, the view button won't be there and instead, it will read: "This hasn't been filled in yet". When your client updates their details in a consultation form, the details get synced and updated in Timely.