View and Edit Submissions on your Mobile Device

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This article provides steps for how to enable mobile editing in Edit & View settings to allow users to View, Edit, or Copy submissions from their device.

Editing a submission on mobile does not have the same limitations of editing a submission in the web portal.


Edit & View

Enable Mobile Submission Editing

First, enable the ability for your users to view or edit a submission on a mobile device.

  1. Navigate to the Forms page from the left navigation.
  2. Click the form you want to allow submission editing for.
  3. Scroll down to Edit & View and click Settings.

    Form Settings_Edit & View.png
  4. Under Mobile Use, check the boxes for Allowed to edit and/or Allowed to view PDF to give access to all users to view and/or edit their submissions on mobile.

    Form Settings_Edit & View_Mobile Use.png

Viewing & Editing on Mobile

Once Mobile Editing is enabled, users will be able to View, Edit, or Copy any of their past submissions, even submissions from previous versions.

  1. Open the GoCanvas mobile application and login to your account.
  2. At the bottom of the screen, toggle to the Completed tab.

    iOS_Completed Tab.png
  3. Find the submission you would like to view, copy or edit. Tap the submission to reveal your options. 
iOS_Completed Tab_View Edit Copy Menu.png
View

Allows you to preview the submission's PDF.

Edit

Allows you to edit the submission.

Copy

Will create a new (duplicate) submission with the data entered from the selected submission.

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2 comments

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  • It is imperative to enhance the app by incorporating additional features, particularly submission capabilities, to effectively track and oversee the progress of our team members' work.

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  • Hi Vicki Sullivan,

    Thank you for commenting! I apologize, but I'm not sure I understand. Do you mean that incorporating live collaboration in the mobile application would be beneficial or do you mean granting permissions to users to view other users' submissions on their mobile device? Please correct me if I am misinterpreting! 

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