Frequently asked questions
Common questions about signing in, filling out and reviewing forms, uploading files, who can see a response, and how notifications work.
Signing in
Q: How do I sign in? A: On the sign-in page, enter your work email and click Continue. You'll be sent a secure sign-in link by email — click it to access your workspace. You don't need a password.
Q: I didn't get my sign-in email. What do I do? A: On the "Check your inbox" screen after requesting a link, use the resend option there to request another one, or click Back to sign in to start over with a different email address.
Q: Can I sign in with Google or Microsoft? A: Yes. The sign-in page offers Microsoft and Google buttons alongside the email link option. Use the one whose email address matches your Incenti user.
Forms and responses
Q: Who can see a response submitted to my account? A: Only users who belong to the account that owns the form the response was submitted to.
Q: What's the difference between the Received and Submitted tabs? A: Received shows responses submitted to your own account's forms. Submitted shows responses your account submitted to someone else's form, or a document your account uploaded to create a response.
Q: Can I filter or search the responses list? A: Yes — both tabs have a search box and a Filter button. On the Received tab you can filter by status, score percentage, and connection to an opportunity or form; the Submitted tab can be filtered by status only.
Filling out a form
Q: Do I need an Incenti account to fill out a form someone sent me?
A: No. Public forms (opened from a link like .../fm/{id}) can be filled out and
submitted without signing in or creating an account.
Q: Will I lose my progress if I close the form and come back later? A: No — your answers are saved automatically in the background a couple of seconds after you make a change, shown by a Saving... indicator. If you try to leave the tab with unsaved changes, your browser will warn you first.
Q: What happens if I try to submit but I'm missing something? A: A Form Validation Required dialog opens, listing every incomplete required field grouped by page, with a Go to Page button to jump to each one. Submission is blocked until every required field is filled in.
Q: What does it mean when a form says it's "no longer available" or "not yet available"? A: "This form is not yet available" means the form hasn't been published yet. "This form is no longer available" means the form has stopped accepting responses. Either way, you can't fill out or submit that form — contact the organization that sent you the link if you think this is a mistake.
Q: I filled out a form and got a message that I already submitted. What does that mean? A: The form checks the email address you enter against existing responses. If a response already exists for that email and it was already submitted (or further along, such as In Review, Approved, Shortlisted, or Declined), you'll see a message that you've already submitted instead of the form. If the existing response is still a draft, you're offered the option to resume it instead, so you don't create a duplicate.
Q: Can I edit my answers after I submit a form? A: If you filled out a public form without signing in, no: the confirmation screen has no edit option, so contact the organization that sent you the form. If you started a response but haven't submitted it yet, open the link again and enter the same email address to get a Resume your draft? option. If you are an Incenti user and submitted the form from your account, open the response from your Submitted tab and select Edit; the organization that owns the form sees your updated answers.
Files and documents
Q: What file types can I upload to a form? A: Upload fields accept images (JPEG, PNG, GIF, BMP, SVG, WebP), PDF, Word (.doc, .docx), Excel (.xls, .xlsx), PowerPoint (.ppt, .pptx), plain text, CSV, and OpenDocument text, spreadsheet, and presentation files. A file of any other type does not upload.
Q: Is there a maximum file size? A: Yes — files must be under 10MB. If you try to upload a larger file, you'll see the message "File size must be less than 10MB."
Users and access
Q: Who can see or manage my account's data? A: Access to your account's forms, responses, and other data is limited to users who belong to that account. Incenti support staff can open an account to help troubleshoot a problem you report.
Q: How do I add a teammate? A: An account Admin adds users from the Users tab of the account page, then sends them an invitation. See Invite and manage users.
Q: Why can't I see a module that a colleague has? A: Product access is granted per user. Ask an account admin to check your Product Access on your user profile. Some modules also depend on your account type; see Welcome to Incenti.
Data and privacy
Q: What happens to my answers after I submit a form? A: Your submitted answers become a response tied to the form you submitted it to. Every active user on the account that owns that form is notified by email and in the app that a new response has come in.
Common questions
Q: How do I contact support? A: Contact Incenti support through your account representative.
Q: I found a bug or something isn't working. What should I do? A: Contact Incenti support through your account representative and describe what you were doing, what you expected to happen, and what happened instead — including the page you were on.
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