---
title: How to View, Export and Manage Capture Form Submissions
description: Read, search, filter and export capture form submissions, open one to edit, print or comment on it, and mark submissions read, unread or delete them.
---

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# How to View, Export and Manage Capture Form Submissions

## This article explains how you can view your form submissions.

Every time someone fills in one of your capture forms, their answers are saved as a submission. The **Submissions** screen is where you read them, find the ones you need, keep track of which ones your team has dealt with, and download them as a spreadsheet.

**Step 1: Open a Form's Submissions**

1. Go to **Marketing** → **Capture Forms** and click the **Forms** tab.
2. On the form's row, click **Actions**.
3. Click **Submissions**.

![A form row's Actions menu with Actions and Submissions marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/250995165382-01-actions-submissions.png)

*Open the submissions from the form's Actions menu*

If your Forms tab shows a separate **Submissions** button beside **Actions** on each row, click that button instead. It opens the same screen.

**TIP:** The **New Submissions** panel on the Capture Forms **Dashboard** also takes you straight to a form's submissions.

**Step 2: Read the Table**

The newest submissions are at the top. Each row shows:

- **Reference**: the submission's number.
- **Status**: **New** until someone on your team opens it, then **Read**.
- **Submitted**: the date and time it came in.
- **Files**: how many files were uploaded with it.
- **Lead / client**: **Created** when the submission created a lead or client in Pabau, or **Not created** when the form should have created one but no record is linked.
- One column for each question on the form, and a **Summary** of the first two answers.

A **DOI status** column is also available for forms that use double opt-in. It shows **Not required**, **Pending**, **Confirmed** or **Expired**, and is hidden until you turn it on in **Columns**.

**Step 3: Find and Export Submissions**

1. Type in **Search** to find a submission by its reference or by anything in its answers. You can also type a filter:
     - **status:new** or **status:read** to show one status.
     - **crm:created** or **crm:missing** to show submissions that did or didn't create a lead or client.
     - **#:** followed by a number, for example **#:207**, to find a submission by its reference.
2. Click **Date range** to show submissions from a period. Pick **Today**, **Yesterday**, **Last 7 days**, **Last 30 days**, **This month** or **Year to date**, or choose your own start and end dates. **Clear range** shows everything again.
3. Click **Columns** and tick or untick the columns you want in the table. **Reference** is always shown. Your choice lasts until you leave the page.
4. Click **Export** to download the submissions you're looking at as a CSV file, with the columns you've chosen. Pabau confirms with **Exported CSV**.

![The Submissions table with Search, Date range, Columns and Export marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/250995165382-02-table.png)

*Search, filter by date, choose columns and export*

**NOTE:** Export includes only the submissions that match your search and date range, so you can export, for example, last month's new enquiries on their own.

**Step 4: Open a Submission**

Click a row (or click **Actions** → **View** at the end of the row) to open **Submission #** with the full answers. Opening a **New** submission marks it as **Read**.

1. The **Submission** tab shows every answer. Below the answers, **Sender info** shows whether the person gave consent and, where it was recorded, their country, IP address and browser. **Double opt-in** shows the confirmation status.
2. Click **View lead in CRM →** (or **View client in CRM →**) to open the record the submission created.
3. Click **Print** to print the submission.
4. Click **Edit** to correct an answer, then click **Save changes** (or **Cancel**). Pabau confirms with **Submission updated**.

![An open submission with the Submission tab, View lead in CRM, Print and Edit marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/250995165382-04-detail.png)

*Everything about one submission in one place*

- **Files**: any files the person uploaded with the form, each with **Download** and **Delete**.
- **Comments**: internal notes for your team. Type in **Add a comment…** and click **Comment**. Comments are never shown to the person who filled in the form.

**Step 5: Mark Submissions as Read or Unread**

Use the status to keep track of which enquiries your team has followed up. Tick the box beside one or more rows (or the box in the header to select every row on the page). A bar shows how many are selected.

1. Click **Mark read** to mark them as dealt with.
2. Click **Mark unread** to set them back to **New**, for example so a colleague picks them up.
3. **Delete** removes them (see Step 6). **Clear** unticks everything.

![Two submissions ticked, with Mark read, Mark unread and Delete marked in the selection bar](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/250995165382-03-bulk.png)

*Act on several submissions at once*

For a single submission, you can also click **Actions** at the end of its row and choose **Mark read** or **Mark unread**.

**Step 6: Delete Submissions**

1. Tick the submissions and click **Delete** in the selection bar.
2. Pabau asks **Delete N submission(s)?** Click **Delete** to confirm, or **Cancel**.

![The Delete submissions confirmation with Cancel and Delete](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/250995165382-05-delete.png)

*Deleting asks you to confirm first*

**WARNING:** Deleting a submission removes the person's answers and any attached files, and it cannot be undone. Any lead or client the submission already created stays in Pabau. Export the submissions first if you need a copy.

**What's next?**

- [How to Manage Your Forms in Capture Forms](https://support.pabau.com/en/pabau2/how-to-manage-your-forms-in-capture-forms?hsLang=en)
- [How to Use the Capture Forms Dashboard](https://support.pabau.com/en/pabau2/how-to-use-the-capture-forms-dashboard?hsLang=en)
- [How to Configure Your Form Settings in Capture Forms](https://support.pabau.com/en/pabau2/how-to-configure-your-form-settings-in-capture-forms?hsLang=en)
- [Capture Forms](https://support.pabau.com/en/pabau2/capture-forms?hsLang=en)

Questions? Reach us any time via the in-app chat. We're happy to help.

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    - [Objects](https://support.pabau.com/en/pabau2/developer-other?hsLang=en#objects)
- [Migrating Your Data to Pabau](https://support.pabau.com/en/pabau2/migrating-your-data-to-pabau?hsLang=en)
- [Pabau Account Optimization](https://support.pabau.com/en/pabau2/pabau-account-optimization?hsLang=en)
- [For Patients: How-to Guides](https://support.pabau.com/en/pabau2/for-patients-how-to-guides?hsLang=en#main-content)

    - [Client Portal Guide](https://support.pabau.com/en/pabau2/for-patients-how-to-guides?hsLang=en#client-portal-guide)
    - [Getting started](https://support.pabau.com/en/pabau2/for-patients-how-to-guides?hsLang=en#getting-started)
    - [Appointments](https://support.pabau.com/en/pabau2/for-patients-how-to-guides?hsLang=en#appointments)
    - [Payments and Cards](https://support.pabau.com/en/pabau2/for-patients-how-to-guides?hsLang=en#payments-and-cards)
    - [Packages, Vouchers and Loyalty](https://support.pabau.com/en/pabau2/for-patients-how-to-guides?hsLang=en#packages-vouchers-and-loyalty)
    - [Your Details, Forms and Documents](https://support.pabau.com/en/pabau2/for-patients-how-to-guides?hsLang=en#your-details-forms-and-documents)
- [Best Practices](https://support.pabau.com/en/pabau2/best-practices?hsLang=en)
- [Pabau Product Portal](https://support.pabau.com/en/pabau2/pabau-product-portal?hsLang=en)
- [Compliance](https://support.pabau.com/en/pabau2/compliance?hsLang=en)
- [Care Plus Upgrade](https://support.pabau.com/en/pabau2/care-plus-upgrade?hsLang=en#main-content)

    - [Getting started](https://support.pabau.com/en/pabau2/care-plus-upgrade?hsLang=en#getting-started)
    - [Cases](https://support.pabau.com/en/pabau2/care-plus-upgrade?hsLang=en#cases)
    - [Forms & templates](https://support.pabau.com/en/pabau2/care-plus-upgrade?hsLang=en#forms-templates)
    - [Prescriptions](https://support.pabau.com/en/pabau2/care-plus-upgrade?hsLang=en#prescriptions)
- [Marketing Plus upgrade](https://support.pabau.com/en/pabau2/marketing-plus-upgrade?hsLang=en#main-content)

    - [Getting started](https://support.pabau.com/en/pabau2/marketing-plus-upgrade?hsLang=en#getting-started)
- [Labels](https://support.pabau.com/en/pabau2/labels?hsLang=en#main-content)

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- [Engage](https://support.pabau.com/en/pabau2/engage?hsLang=en#main-content)

    - [Getting Started](https://support.pabau.com/en/pabau2/engage?hsLang=en#getting-started)
    - [Inbox & Conversations](https://support.pabau.com/en/pabau2/engage?hsLang=en#inbox-conversations)
    - [Clients & the Client Panel](https://support.pabau.com/en/pabau2/engage?hsLang=en#clients-the-client-panel)
    - [SMS](https://support.pabau.com/en/pabau2/engage?hsLang=en#sms)
    - [Phone Calls](https://support.pabau.com/en/pabau2/engage?hsLang=en#phone-calls)
    - [Porting Your Numbers](https://support.pabau.com/en/pabau2/engage?hsLang=en#porting-your-numbers)
    - [WhatsApp](https://support.pabau.com/en/pabau2/engage?hsLang=en#whatsapp)
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    - [Routing & Automation](https://support.pabau.com/en/pabau2/engage?hsLang=en#routing-automation)
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- [Insurance Billing](https://support.pabau.com/en/pabau2/insurance-billing?hsLang=en#main-content)

    - [Insurance Billing (UK)](https://support.pabau.com/en/pabau2/insurance-billing?hsLang=en#insurance-billing-uk)
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    - [US Insurance Billing Additional Resources](https://support.pabau.com/en/pabau2/insurance-billing?hsLang=en#us-insurance-billing-additional-resources)
- [New Client Card](https://support.pabau.com/en/pabau2/new-client-card?hsLang=en)
- [Data Hub](https://support.pabau.com/en/pabau2/data-hub?hsLang=en)

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