Workflows

Set an access code on a submission

For webforms containing sensitive information, you may want to set additional security around who has access and how they can access the submissions. Setting an access code will require anyone outside of your organization to enter the pin you have set to view or download a submission. Setting an access code as described here will add password protection to a submission once it has been started.

You can also set access controls for each webform while building a Workflow to enable users to set their own access pin code when they start a new submission.

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Workflows
1

How to navigate to the Workflow dashboard

Pin 1

2

Select a submission.

Click on the title of the submission you would like to download and you will be redirected to a page with the details of the submission.

Pin 2

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Under the webform, click ‘Update access code’.

Notice the selected tab Form data and a File output tab on the top right of the screen. Click on the File output tab.

Pin 3

4

Set a pin code.

Enter a pin code (pin codes have a maximum length of 20 and are not case sensitive) then click Set Pin Code at the bottom left of the modal.

Pin 4

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