This article contains information relating to features available in Actionstep's Practice Pro and Practice Pro + Accounting products.
Once a webform has been submitted it will be placed in a webform queue within Actionstep. This allows users to review the submitted data prior to deciding whether it should be used to create matters and contacts.
Reviewing Submitted Data
To review submitted data you can go to More > Webforms > Submitted Data for a list of all Webforms that have been submitted or More > Webforms > *Select the Webform type in question* to see only webforms of a certain type.
Click on the submitted data record in the list to open it up and review the details of the submission.
After reviewing the submitted data you can decide if the record was "junk" or genuine. If genuine then press "Process" to review the data in detail. For each participant type in the form, Actionstep will try to match it with an existing contact. If a match is found then you will have the opportunity to update the contact record if there are differences between the contact data submitted via the web-form and the existing contact in Actionstep.If no matches are found then you can either try to perform a manual match or create a new contact.