Send Return for Revision Reminder

How to Send Reminder to Form Participant after a Form has been Returned (for Revision)

When a form is returned to a participant, you can send them a reminder to update and resubmit the form.

  1. In the form’s queue, click the number in the Returned column.
Return Queue
  1. In the Returned window, click Action
Returned Window
  1. In the menu that pops up, select ‘Send Reminder’
Send return reminder
  1. A new window will open with the email reminder that will be sent to the participant. On this screen, you can edit the subject and body of the email, or leave them as they are, then click Send Reminder at the bottom left and close out the window.

    NOTE: Only select the link option (circled in red) if the body of your email is completely empty. If the original message already includes the link — for example, as in the image below where the phrase ‘Click here to complete your section of the form’ opens the form — checking the box again will insert the link in the email a second time

Revision Reminder

Questions? Contact Dynamic Forms ITS Team by emailing DynamicForms.ITS@yale.edu