kosubmit portal lite

kosubmit portal lite is the missing link between Forminator forms and client management. It transforms form entries into a dynamic dashboard where Admins, Staff, and Clients can interact with submissions.

Why use kosubmit portal lite? If you use Forminator for applications, orders, or intake forms, you likely struggle to manage them after submission. kosubmit portal lite solves this by giving every entry a “Status,” an “Owner,” and a secure dashboard “Home.”

Core Features:

• Role-Based Access: Dedicated dashboards for Admins (overview), Staff (assigned tasks), and Clients (submission history).
• Workflow Tracking: Move submissions through professional statuses like “New,” “In Process,” “Awaiting Docs,” and “Complete”.
• Staff Assignment: Assign specific entries to staff members for better team management.
• Document Center: Clients can upload requested supporting documents directly to their specific submission.
• Internal Communication: Add private staff notes to entries to keep your team on the same page.
• Secure & Private: Clients only see their own data; Staff only see their assigned work.
• Automated Notifications: Basic, professional email alerts for status changes, document uploads, and staff account creation.

Pro Features (Available at www.kosubmit.com):

• QuickBooks Online Integration: Automatically generate Customers and Invoices from form submissions.
• Custom Email HTML & Branding: Edit notification templates, inject your logo, and use dynamic variables in subject lines.
• Client Data Export: One-click CSV exporting for your entire client list.
• Printable Records: Generate clean, professional, printer-friendly views of submissions.
• Advanced White Labeling: Full control over colors, fonts, and branding to perfectly match your agency.