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An assigned form opens as a Worklayer request. Read each section, complete the required fields, and check the answers before choosing Submit.

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Fill the request

Open the form request available to you and confirm its title. Move through the sections, entering text, choosing options, or uploading a file where the form asks for one. The page can save answers while you work. If you leave with unsaved changes, Worklayer asks whether to stay or leave; choose Stay to review and save your work.

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Submit and verify

Review required fields and choose Submit. The page shows a submitted date once the form is complete. If submission fails, the app says your answers are saved, so retry from the same form page rather than starting over. If the form changed while you were working, refresh and review the latest fields before resubmitting.

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When you cannot open it

Form not found can mean the request no longer exists or is no longer available to you. A no-permission message means you should ask the sender or an administrator to check the assignment. Do not use someone else’s account to complete the form: the submitted response belongs to the person who was assigned it.

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Next steps

How forms are sent · Access troubleshooting