Review, export, complete, and archive requests
Review client progress, download responses, change status, and manage the Request archive.
Open View Responses to see what a client sent and what still needs an answer.
Choose what you want to do
- Review progress and answers
- Download responses or files
- Complete, reopen, or return a Request to draft
- Archive or restore a Request
Review progress and answers
- Open Requests.
- Open the Request or choose View Responses from its actions.
- Use Form to review the current visible form.
- Use Timeline to review answer activity and Request events.
- Turn on Live Updates if you want new changes to appear without a full page refresh.
The Timeline includes answer-lock changes alongside answers and Request events. Older lock-change entries can expire after 180 days.
The Timeline shows the newest activity first. It includes answer changes and when a Request was sent, started, completed, or archived. It does not keep every earlier answer.
Fields hidden by a rule stay out of the Form and Timeline. An encrypted Short Text answer shows as dots. A team member must choose to show that field's answer.
Read the Request Summary
The Request Summary shows how many answers are saved. It splits the count into required and optional questions. It also lists the questions that still need an answer.
Choose a question in that list to go to it. Review unanswered questions goes to one that is required first. Clients see Continue answering or Review optional questions when there's more to do.
Hidden questions, headings, and locked answers stay out of the client's list. Clients can finish with optional questions left once they've saved an answer and answered all required questions. A Request with no questions can finish without an answer. After completion, Review responses takes them back to the form.
On the team side, Completed opens the Request Info panel with its dates and details. Reopen the Request to edit its setup again.
Download responses or files
- Select Download PDF to export visible responses.
- Select Download Files when the Request has file uploads. Sydnee packs the files into a ZIP.
The PDF prints a note in place of encrypted Short Text answers. The ZIP contains uploaded files, not the text answers.
How does a client complete a Request?
The client can mark the Request done once each shown required question they can edit has an answer. Saved locked answers stay out of the client's work. Review answer locks if an older Request still has required locked questions.
When does Sydnee complete a Request automatically?
If the client fills every shown field they can edit, Sydnee marks the Request done automatically. They can also choose to finish once they have filled the shown required fields.
Hidden client questions and Section headings do not block this step. Team-only answers stay out of client progress. If no client questions remain, the client can choose Complete Request; 100% progress alone doesn't mark it complete. A done Request moves to Completed Requests in the client portal.
Your team can also use Mark Complete once the shown required client questions have answers. An older required locked question may still need a team answer. Unlock it in Prefill before changing the answer, or review its Required setting. The Request owner is always on the completion-alert list.
When a client finishes the Request, the team members picked in the publish settings get email and in-app updates. When a team member uses Mark Complete, those people get an in-app update, but Sydnee does not send the client-completion email.
Reopen or return to draft
- On a completed Request, select Reopen to move it back to Published.
- On a published Request, select Return to Draft to remove client access while you edit it.
Returning to draft removes client access to the Request while you edit it. Publish it again when it is ready.
Archive and restore
Select Archive to take a Request off the main team board. This does not change its Draft, Scheduled, Published, or Completed state.
An archived Request stays out of scheduled publishing and reminder emails. If you restore a Scheduled Request after its publish time, Sydnee can make it live at the next check.
Open Requests → Archive to find old Requests. Open a Request's actions. Select Unarchive to put it back on the main board in its old state.
Do not use Archive to block a client. Use Return to Draft or make the Request private when client access must change.
Fix a common problem
Mark Complete is unavailable: check the shown required questions. For an older required locked question, open Prefill and review its answer and lock.
A PDF seems to miss an answer: check whether the field is hidden by a condition or encrypted.
Download Files is unavailable: the Request has no saved file-upload answer.
Download needs attention: keep the panel open while Sydnee packs the ZIP. If it offers Try again, choose it to start a new attempt. A timeout means the panel could not confirm the download. The server may still be packing files. If a newer download replaced yours, retry from the Request. When Download ready appears, select Download files.