LineLeader FORMS – How to Retrieve Forms if missing in Enroll/Manage
This article is a brief explanation of what could have happened if the FORMS are not landing in Enroll and the family record and how to retrieve them. This is usually because the integration was bypassed, like the URL was copied and sent to someone instead of a link coming from Enroll via email. **You never want to send your parents directly to the URL as this causes the forms to not flow into Enroll and/or Manage.
Overview
If the forms are missing on the parent record, you will need to log in to your FORMS URL (there should be an admin with credentials)
Once you are logged in, click > Completed
Search for your family and select
Click to select all documents then click Export
STEP 1: Click Completed
STEP 2: Search
STEP 3: Click on the Form Name for that Family
STEP 4: Save a Copy for yourself