Forms Explorer - Bulk Actions and Guided Wizards
Forms Explorer "Actions" menu help users save time with batch operations and step-by-step tasks using guided wizards
- Bulk Actions - Save time with batch operations:
- Export lists for reporting. o Reassign multiple forms to another user. o Release claimed forms back to the team pool.
- Claim multiple forms for your role in one click.
- Guided Wizards - Step-by-step tools for complex tasks:
- Reassign Wizard – Move work from one employee to another.
- Release Claim Wizard – Return claimed forms to the shared pool.
- Direct Email Links: Jump straight to the correct tab and context from notification emails.
