Start and track Packets

Launch a Packet from a template, assign contributors, and monitor progress as forms are completed.

Start and track Packets
Available to
Droplet Plus Packets Add-on

Start a Packet

  1. Click Packets in the left-hand navigation menu.
  2. Choose how to start:
    • From the Tracking tab, click Start Packet and select a template.
    • From the Templates tab, click Start on the template card you want to use.
The Packets page showing the Start Packet button on the Tracking tab

Start a Packet from the Tracking tab or directly from a template card.

  1. The Packet Start Page opens, showing all forms and contributor roles on a single screen. Assign contributors to each role using the dropdown menus on the left. Search by name or email. For external contacts not in Droplet, click Not a Droplet Account and enter their details manually.
The Packet setup window showing contributor assignment dropdowns on the left and form assignments on the right

Assign contributors to each role defined in the template.

  1. Review the form assignments on the right side of the window. Green indicators appear next to forms that have been assigned.
The right pane of the Packet setup showing form assignments with green status indicators

The right pane shows which forms are assigned and ready.

One-time adjustments

Before starting the Packet, you can make adjustments that apply only to this instance:

  • Click Reassign next to a form to change the assignee for this Packet only - useful when a contributor is unavailable.
  • Click the trash icon to remove a form from this Packet instance without deleting it from the template.
The Packet setup showing reassign and remove options next to individual forms

Reassign or remove individual forms before starting the Packet.

  1. Click Start Packet to launch. Droplet assigns all forms and begins tracking progress.

Track Packet progress

After starting a Packet, a new card appears in the Packets tab on the All Submissions page. Each card shows a visual progress dashboard with color-coded status indicators:

  • Gray - Not started
  • Blue - In progress
  • Green - Completed
  • Red - Rejected
A Packet card on the All Submissions page showing color-coded progress indicators for each form

Each Packet card shows the status of every form at a glance.

Click the down arrow on a Packet card to expand the view and see individual forms and their statuses. From the expanded view, you can:

  • Click the three-dot menu next to a form's progress indicator to take actions.
  • Click a form name to preview a completed form or edit one that's in progress.

Find a Packet

  1. Go to All Submissions and select the Packets tab.
  2. Use the search bar to find a specific Packet, or click Filters to narrow by Date, Status, Form, Packet Name, Packet Subject, or Tag.

You can apply multiple filters at the same time.

The Packets tab with the Filters dropdown showing available filter options

Use filters to find specific Packets across your organization.

Frequently asked questions

Can I assign external contacts who don't have a Droplet account?

Yes. During the setup step, click "Not a Droplet Account" and enter the person's name and email. They'll receive an email with a link to complete their assigned form(s).

Can I remove a form from a Packet after it's started?

You can only remove forms during the setup step, before clicking Start Packet. Once a Packet is launched, all assigned forms remain part of it.

Where do Packet submissions appear?

Individual form submissions within a Packet appear on the All Submissions page like any other submission. The Packet view on the Packets tab provides the grouped, visual dashboard for tracking overall progress.

Last updated March 20, 2026