For Admins:
Internal users can access any form submission by opening the client’s contact profile and viewing their submitted forms or by following these steps:
Click Forms from the left sidebar.
Select the relevant form.
Go to the Answers tab.
Click Show Details to review the submission.
For Clients:
Clients can view their own form submissions directly in their Hubflo portal by navigating to Forms on the left sidebar:
✨ Coming Soon: A Smarter Workspace View
We’re working on a new inbox-style workspace to make it even easier for clients to find what they need. It will include:
Forms
SmartDocs
Tasks
Messaging
Content
This update will streamline navigation and bring everything together in one organized view:
