Form Participant Resources
Dynamic Forms makes it easy to access, fill out and submit a form, as well as possibly making a payment.
Yale University has many Departments or Offices that leverage Dynamic Forms to collect, process and store information. Yale has taken many paper-based forms and converted them into a Dynamic Form which help improve the Form Participants experience, streamline a process and automate storage.
Commonly Used Terms
Form Owner – The person who starts the form. In multi-participant forms, this is usually the first person to complete and submit their section before it moves on to other participants.
Form Participant is a person that must access a form to be submitted.
Co-Signer – A person who is asked to access and complete their section of a form after the Form Owner.
Forms Awaiting Other Signatures – A list of forms you have completed that are now waiting for other participants to finish their section(s).
Forms Awaiting My Signature – A list of forms that are waiting specifically for you to review, complete, or sign.
Single Participant Forms are forms completed and submitted by only 1 Form Participant.
Multi-Participant Forms are forms where multiple Form Participants complete their section of the form and submit which will automatically route to the next Form Participant to complete their section until all Form Participants have submitted.
Draft Forms are forms that a Form Participant started filling out but saved to their account before submitting and will access later to complete and submit.
Pending Forms are forms related to your account that are in progress and require you, as the next Form Participant, to access the form to complete your section and submit.
Forms History related to your account is a collection of all the forms that you, as a Form Participant, have completed and submitted in the past.
PDF/HTML View – Options to view a form submission in either PDF or HTML format. Both can be downloaded, saved, or printed.
Notifications – Automatic email alerts you may receive when a form needs your attention, has been completed, or has been returned for revision.
Returned for Revision – When a form you submitted is sent back to you because changes or corrections are needed.
Helpful Tips
- If permitted always save your progress if you cannot finish a form in one sitting.
- Check your email regularly for notifications about forms requiring your action.
- Use Forms History to confirm that a form you submitted was successfully processed.
- If you are unsure about the status of a form, go to My Forms/Portal.