How do I Track Submissions toward a Packet?

The Packets feature is only available with the Plus Package or as an Add On.

After you have started a Packet, you will see a new card in your Packets tab of the All Submissions area of the Droplet Application. This card displays all information about that packet instance and will update as the forms in the packet move through the different workflow states. 

Packet Card

Each packet card is a visual dashboard for the progress of the packet. 

Individual forms and the overall packet status will indicate a status of not started (gray), in progress (blue), completed (green), or rejected (red). You can also see the overall packet status using the progress bar.

If you would like to view the forms in a packet and their status, click the down arrow to expand the view. From here, you can perform actions on a specific form by clicking the three dots that appears next to the progress indicator. 

You can also click on the form name from the list to view a preview of a completed form and even edit a form within the preview.  

Finding an Initiated Packet

If you have many packets to track, you can search for a particular packet by going to the All Submissions page and the Packets tab. Use the search bar at the top or use the Filters dropdown to filter by Date, Status, Form, Packet Name, Packet Subject, or Tag. 

If you would like to narrow your filter even further, you can search for a particular packet or apply one or more filters at the same time.