Track progress, read responses and export

The onboarding overview summarizes completion. Responses hold the submitted content. Client activity shows what happened along the way. Each answers a different question.

Find the right record

Open Responses, select the intended flow and use the filters offered for status and date. Verify the person/company and onboarding before opening details. Current records can include different flow versions; keep that context when comparing answers.

Inspect the submission

Read the saved answers with their question labels and check any uploaded or signed document separately. A default value, viewed step or opened email is not a completed answer. For a signed file, open the actual artifact and confirm it is the expected version.

Diagnose a stalled onboarding

Use the available activity view to inspect the latest step and timestamps. Compare repeated views or incomplete required items with the saved answers. Send the existing resume link when follow-up is appropriate; do not reset completed work as a first remedy.

Export only the intended scope

The documented Results view offers CSV export and an individual response PDF. Confirm the selected flow, filters and included people before exporting. Treat exported answers and signed pages as private client records. Inspect the file before sharing and keep it outside public documentation or public storage.