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

​

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. Pick the matching record, or if there’s no match, create a new prospect from the submission. When creating a prospect you can adjust the first name, last name, primary email, and primary phone before saving.

The apply view shows a change table — grouped by Head of household, Spouse or partner, and Household — with each mapped field’s Current value and New value side by side. 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

Click the apply button — it shows how many fields will be updated — to save the changes, or Create prospect for a new prospect. The submission’s status changes to Applied, and you can reopen it anytime and click View changes to see exactly what was updated.

​

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.

​

FAQ

​

Next steps