Rivio B2B Registration Forms makes it easy to manage and review customer registration applications from the Submissions page. Each submission has a status that helps you quickly understand where the application stands.
You can filter submissions by status, search for specific applications, and open a submission to review its details.
Submission Statuses
Rivio B2B Registration Forms provides the following submission statuses:
Pending
A Pending submission is a new application that has been received but has not yet been reviewed or processed.
Use this status to find applications that still need your attention.
What you can do:
- Open the submission and review the applicant's information.
- Check uploaded files, if any.
- Decide whether to approve or reject the application.
Approved
An Approved submission is an application that has been reviewed and accepted.
Approved applications are useful for tracking customers who have successfully completed your registration process.
Depending on your form and approval settings, approving an application may also trigger the configured customer or B2B account creation process.
Rejected
A Rejected submission is an application that has been reviewed but was not approved.
Use this status to keep track of applications that don't meet your business requirements.
Rejected submissions remain available in the Submissions section so you can review their details later.
Spam
The Spam status is used for submissions that are identified as unwanted or irrelevant applications.
Moving unwanted submissions to Spam helps keep your main submission list organized and makes it easier to focus on genuine customer applications.
View All Submissions
The All tab displays submissions across all statuses.
From this view, you can quickly see important information such as:
- Applicant
- Form Name
- Submission date
- Uploaded files
- Current status
- Available actions
Click the View icon in the Actions column to open and review the submission details.
Filter Submissions by Status
Use the status tabs at the top of the Submissions page to quickly find the applications you need.
Available filters include:
- All – View all submissions.
- Pending – View applications waiting for review.
- Approved – View approved applications.
- Rejected – View rejected applications.
- Spam – View submissions marked as spam.
This makes it easier to manage a large number of applications.
Search for a Submission
You can also use the search box to find a specific application.
Search by:
- Applicant email
- Applicant name
- Form name
- Form ID
If you have multiple registration forms, use the Form dropdown to filter submissions by a specific form.
Export Submissions
The Export CSV button allows you to export your submission data for further review or record keeping.
This can be useful when you need to work with your application data outside the app.
Recommended Workflow
For a simple application management process:
- Check Pending submissions regularly.
- Open each application and review the submitted information.
- Check any uploaded documents or files.
- Approve applications that meet your requirements.
- Reject applications that don't meet your requirements.
- Mark unwanted submissions as Spam.
- Use the status filters to quickly find applications when needed.
Tip: Keeping your submissions organized by status makes it easier to identify applications that still need attention and maintain a clear record of your registration process.
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