How to View Saved Forms on the Mobile App

Every form you complete on the mobile app is stored in your Site App Pro account. You can instantly access up to 12 months of this completed form data directly from your phone or tablet, allowing you to view, edit, or email forms from your pocket.

How to Access Your Saved Forms

The Saved Forms tab shows you the forms that have been completed on the site you are currently on.

1. First, ensure you have selected the correct Site you want to view forms for.
2. Tap the main menu icon (☰) in the top-left corner.
3. Select Saved Forms.
4. A list of recently completed forms will appear. You can tap on any form to view its details, email it, or update the answers (if you have permission).

Who Can See What? (User Role Permissions)

What you can see in the "Saved Forms" list depends on the User Role your administrator has given you.

• Contractor and Field Worker: These roles can only view their own completed forms.
• Admin, Manager, Tablet Manager, or Internal Auditor: These roles can view all forms completed by all users on that site.
  • To do this, tap the three dots (...) in the top-right corner of the Saved Forms page and turn the 'Only my Forms' toggle OFF.

How to Filter and Find Forms Quickly

You can filter the Saved Forms page in multiple ways to find the exact form you need.

• Date Range: Tap the date (e.g., "Last 7 days") to choose the time period you want to view. You can look back at any forms completed in the last 12 months.
• Category: Tap "All" to filter the list by a specific Form Category.
• Search: Use the Search bar to find a form by its name.
• Incomplete Forms: Tap the three dots (...) in the top-right corner and toggle on "Only Incomplete Forms". This will show only draft forms, which are marked with a pause icon.