Sort and follow up responses: status, tags, notes and bulk actions

Once responses come in, Fillfold helps you keep track of what is waiting and what is done. Everything on this page is private: your client never sees it.

Unread responses

A new response stays unread until you open its page. Unread responses have a blue dot in the list, and their number appears on the form's Responses tab and in your list of forms. To find them, tick Unread only in the filters. On a response page, Mark as unread puts the dot back, for example to come back to it later.

Review status

Each response has a review status: New (the default), In progress or Done. Change it on the response page, under Follow-up: it is saved at once. In the list, the Review filter shows only the responses with one status.

Tags

Add up to 5 tags to a response, such as “urgent” or “to call back”. Type a tag, then click Add or type a comma. Tags are written in lower case, with 24 characters at most. The Tag filter lists the tags already used on the form.

Private note

Private note keeps up to 2,000 characters for yourself: what was agreed, what is left to do. Click Save note to keep it. The note is encrypted before it is stored, like the answers. It goes into the CSV file only if you tick Include private notes.

Several responses at once

Tick the boxes on the left of the list, or the box at the top to select the whole page. A bar then offers:

• Set status: New, In progress, Done, or Mark as unread.
• Set aside, to move them to the Set aside list (Bring back in that list).
• Regenerate PDFs: up to 10 PDFs a minute for one form. The message says how many are left, if any.
• Delete: after a confirmation, the answers, files and PDFs are deleted for good.

To read the answers or export them, see Responses, PDFs and CSV export.