Reviewing and accepting form submissions

When someone submits a form, it does not change anything automatically — it waits for you. Accepting a submission is the moment its answers flow into Vianney.

Review a submission

• 1. On the form's row, click Submissions (or the pending count).
• 2. Open a submission to see every answer laid out.
• 3. Accept it:
• For a funeral form, Vianney shows a Suggested match (the case it is likely about); confirm or change it, then Attach & accept to write the answers onto that funeral case.
• For other forms, click Accept and choose the person or record to link it to (or leave it as review-only).
• 4. To decline, click Reject and optionally add a private note.

Tips

• Identity is never assumed — you confirm which case or person a submission belongs to, even when a match is suggested.
• Accepted answers appear in the relevant case; for funerals, see Linking a funeral planning form.
• Deleting a form keeps its submissions, so accepting later is still possible.