How to Archive Submitted Intake Forms

The IntakeQ system allows you to archive submitted intake forms to cause them to not appear in intake lists and search exports.

Archiving Forms

To archive a submitted form, follow the steps below:

  1. Open the intake questionnaire you are looking to archive.
  2. On the right side click the "More" button and then select "Archive Intake".

  3. Confirm that you want to archive the intake form on the prompt that follows and that specific form will now be archived.

Restoring Forms

If you'd like to restore an archived form, simply open the form from the client's timeline and you'll see a note at the top that says "This intake form was archived. Click here to restore it.".

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