Submitting Forms

Learn how to submit a completed form in Iluminai and understand what may prevent a form from being submitted.



Overview

Forms in Iluminai can be submitted to the back office once all required information has been completed.

To help you confirm when a form is ready, Iluminai displays a checkmark beside each completed section. Once every required section has a checkmark, the Submit button can be used to send the form for review.

The Form details screen, highlighting the checkmarks indicating each section as completed

If anything is still missing, Iluminai will prevent the form from being submitted and show which sections or fields still need to be completed.

The Submit dialogue, highlighting the incomplete field on the FINTRAC form

How to Submit a Form

Follow the steps below to Submit a form in Iluminai:

  1. Navigate to the Forms section in the left navigation bar
The Dashboard highlighting the Forms link in the side navigation
  1. Select the In-Progress Form you want to Submit
The Forms screen highlighting an In-Progress Form
  1. In the top-right, click the Submit button
The Form details screen, highlighting the Submit button in the top-right

  1. The Submit dialogue will pop up, click Submit to confirm your action
The Submit dialogue, highlighting the Submit button
  1. Once submitted, the form will be sent to the back office for review.

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