Reviewing Submitted Webform Data

Once a prospect or client submits a webform, their answers are added to a webform "queue" within Actionstep. This allows you or other members of your staff to review the submitted data prior to deciding whether it should be used to create or update matters and contacts. 

To review submitted data:

1. In Actionstep, go to More > Webforms > Submitted Data. The Webform Submitted Data List page appears.
   TIP:  To view answers for a specific webform, go to More > Webforms and choose the webform name from the list of options.

    

   NOTE:  If a Matter ID is listed in the Matter ID column for the form, you know this form is being used to update an existing matter. 
2. Review the details of the submission and decide what you want to do with the information:
   • Click Process if you want to copy the data to Actionstep. Proceed to Step 3.
   • Click Junk if you want to delete the information. The form answers are deleted and you are returned to the Submitted Data page. You are finished with this task. 
3. Depending on the webform and the type of information collected for it, you are presented with options for either creating a contact, a matter, or both.
4. On the Review Contacts page, Actionstep tries match the submitted data with an existing contact. If a match is found, you can update the contact record. (If there are differences between the submitted information and the existing information, you can choose which version you want to use.) If no matches are found, you can either try to perform a manual match or create a new contact.
    
5. On the Create Matter page, provide the information needed to create the matter. Any information pulled from the webform is already filled in.
6. Click Create Matter to save your work and create the related contact records and matter.