Taking a Form on behalf of a User

What is it?

You can take a form on behalf of a member directly from the member profile. This is useful in cases where an application has been sent through the mail or discussed over the phone.

How to Access

Navigate to the profile for the user you want to submit the form for.

Taking a Form on behalf of a User

Click on View Transactions.

Select the form from the 'Take form on behalf of user' drop down list and click Add a Submission. Note: the only forms that will display here are those this member has access to under form permissions.

Complete the form on behalf of the user, then Submit.