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Forms for couples

Feature RequestHigh Priority

I ran into an issue where I have a couples account where I sent them forms that I created for them to fill out that would be considered an assessment. I added both their emails under their personal info. I went into their couples account and clicked on Forms. Then, send the packets that I created. When they reported back to me, they said that only one of them got the forms. Plus, once they filled it out and submitted it, it didn’t tell me who actually filled out the form. In my email inbox, it indicated who it was based on their email, but back in the Forms tab, it only tells me the date it was completed and submitted. I don’t know which member of the couple actually filled it out. So, I actually have to create two individual accounts for each of them that I can then send the forms to and then will know who is filling them out. This would be very helpful if this could be updated so I know which member of the couple actually filled out the form.

Posted by Cody Evans ·
1 comment

This request was merged into another request

Comments1

  • Upheal Moderator

    Team•

    Mar 12

    Hi, thank you for reporting this!

    We investigated the form sending flow for couples accounts and here's what we found:

    • Sending forms to both partners — the system is designed to send forms to both partners individually when both have email addresses set up. When you send a form or packet from a couples account, a separate form request is created for each partner, and each receives their own email with a unique link to fill out the form.

    • Tracking who filled out the form — in the Forms tab, you should see two separate rows per form, one for each partner (see the attached screenshot), each with a small avatar icon indicating which partner it belongs to. You can hover over the avatar to see the partner's name.

    If only one partner received the form, there may have been a delivery failure on our end. To help us investigate further:

    1. Could you check the Forms tab for the couples account — do you see two separate rows for the same form (one per partner with different avatar icons), or just one?

    2. Could you share the provider email you used to send the forms? We'll look into the logs to trace what happened.