Reviewing submissions

Completed forms land on the Submissions tab, where you review the answers, compare them against what’s on file, and apply the changes to the household record. Nothing updates your records automatically — you choose exactly which answers to apply.

​

The Submissions tab

Each submission shows the respondent, the form, the source (Invitation or Public link), when it was submitted, its status, and how many documents were uploaded. New submissions are marked unread and flagged Needs review; once handled they show Applied or Dismissed. A form’s own page has the same lists: Needs review shows the review queue, and Submissions shows everything received. Click a submission to open it.

​

Review a submission

The header shows the respondent, the form, and a status badge — Applied in green, Dismissed, or Needs review in yellow — alongside the submission date and answer count. Below that, the review page lists every answer grouped by form section, with a count of how many questions were answered. You can:

• Search answers with the Search fields and answers box
• Toggle Show unanswered fields to see what was skipped
• Open Details for the source, time to complete, device, and how many questions were answered
• Click View files in the header to see uploaded documents
• Download the submission as PDF or CSV from the download menu

​

Apply a submission

Click Accept submission to open the apply view. What happens next depends on where the submission came from:

• From an invitation — answers apply to the invited client or prospect.
• From the public link — Slant looks for existing records matching the respondent’s details. Link the submission to an existing client or prospect, or create a new client or prospect. When creating a household, you can adjust the first name, last name, primary email, and primary phone before saving.

The apply view shows a change table with each mapped field’s Current value and New value side by side. For an existing household, you can choose which household member receives answers grouped under Head of household and Spouse or partner. If the submission includes other people, resolve each one before applying:

• Select Add new household member to create a person on the household.
• Select Match and choose an existing household member.
• Select Keep in submission only to preserve the answer without changing the household.

You can also map other submitted answers to a record field for this submission, or select Keep in submission only. Only answers that differ from what’s on file are applied. Before applying you can:

• Edit any new value inline
• Clear a value you don’t want applied, or restore the form’s answer with Use form value
• Map compatible unmapped answers and choose which household person receives a repeated person group
• Turn on Create as note to save the submitted answers as a household note

Click the apply button — it shows how many fields will be updated — to save the changes, or create the selected household type for a new record. The submission’s status changes to Applied, and you can reopen it anytime and click View changes to see exactly what was updated. File-only submissions can still be marked applied or saved as a note even when there are no mapped field changes.

​

Uploaded documents

Documents from the form are copied to the household’s folder in your connected file storage when you apply the submission. If the household doesn’t have a linked folder yet, the apply view asks you to choose a destination folder first. Each document shows its delivery status, and you can view or download the files from the submission at any time. Recipients can upload up to 20 files per submission, 25 MB each (100 MB total) — PDF, JPG, PNG, HEIC, TXT, CSV, DOCX, and XLSX.

​

Dismiss a submission

If a submission doesn’t need action — a duplicate, a test, or spam from the public link — dismiss it to take it out of the review queue. Slant takes you to the form’s Needs review tab, where the submission is no longer listed. Nothing is deleted — it still appears under Submissions, now badged Dismissed. To undo, reopen the submission and click Move to needs review.

​

Edit an invited recipient’s responses

Open an invitation and choose Form responses to review the current draft. Click Prefill responses or Edit responses to enter answers on the recipient’s behalf. If the recipient currently has the form open, Slant shows The recipient is editing this form and prevents simultaneous editing.

​

View aggregated responses

From a form’s activity area, click View aggregated responses to compare answers across submissions. Use the charts, tables, and filters to review totals, then open an individual response when you need its details. Aggregated responses can be downloaded as CSV.

​

Delete a submission

From the submission’s More menu, choose Delete submission, then confirm Delete submission?.

​

FAQ

​

Next steps