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Understanding Sessions

In Prelix Forms, a session represents a complete interaction cycle from form initiation to report generation. Each session contains your form responses, uploaded files, processing details, and generated reports.

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Session Lifecycle

1

Session Creation

A new session begins when you start filling out a form template, creating a unique identifier for tracking.
2

Data Collection

As you complete form fields and upload files, all data is associated with the session for processing.
3

Report Generation

When you submit the form, AI processing begins and generates reports linked to the session.
4

Post-Processing

Completed sessions allow for report viewing, editing, sharing, and export operations.

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Session Dashboard

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Viewing Your Sessions

Complete session overview:
  • Chronological list of all form sessions
  • Session status and completion indicators
  • Template types and creation dates
  • Quick preview of session content
  • Direct access to generated reports

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Session Information

Core session information:
  • Unique session identifier
  • Creation and completion timestamps
  • Template name and category
  • User and team association
  • Current status and progress
Session data overview:
  • Number of form fields completed
  • Uploaded files and attachments
  • Total content length and complexity
  • Processing time and AI model used
  • Quality scores and validation results
Detailed session history:
  • Chronological activity timeline
  • Form completion milestones
  • File upload and processing events
  • Report generation stages
  • Sharing and collaboration activities

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Session Organization

Date Filters

Filter sessions by creation date, completion date, or last modified date.

Status Filters

View sessions by status: draft, processing, completed, or archived.

Template Filters

Organize sessions by form template or report category.

Text Search

Search session content, titles, and metadata for specific information.

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Custom Organization

Custom categorization:
  • Add custom tags to sessions for easy organization
  • Color-coded labels for visual identification
  • Bulk tagging for multiple sessions
  • Tag-based filtering and search
  • Hierarchical tag structures for complex organization

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Session Details and Analytics

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Detailed Session View

Complete form submission details:
  • All form field responses and values
  • Timestamps for each field completion
  • Validation results and quality scores
  • Original vs. processed content comparison
  • Field-by-field completion analytics
Uploaded content management:
  • List of all uploaded files and documents
  • File processing status and results
  • Extracted content and AI analysis
  • File metadata and technical details
  • Download links for original files
AI generation information:
  • AI model and parameters used
  • Processing stages and completion times
  • Quality metrics and confidence scores
  • Error logs and troubleshooting information
  • Performance analytics and optimization suggestions
Report and output management:
  • All generated reports and documents
  • Version history and edit tracking
  • Export history and download logs
  • Sharing activity and access analytics
  • Content quality and user feedback

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Session Analytics

Performance tracking:
  • Time to completion analysis
  • Form field completion rates
  • File upload success rates
  • Processing efficiency metrics
  • User engagement and interaction patterns

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Session Actions and Management

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Individual Session Actions

1

View and Review

Access complete session details, form responses, and generated reports for comprehensive review.
2

Edit and Modify

Make changes to form responses, regenerate reports, or update session metadata and organization.
3

Share and Collaborate

Share sessions with team members, set permissions, and enable collaborative editing and review.
4

Export and Archive

Export session data and reports, or archive completed sessions for long-term storage.

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Bulk Session Management

Manage multiple sessions:
  • Select multiple sessions using checkboxes
  • Bulk export of session data and reports
  • Mass tagging and categorization
  • Batch archiving and cleanup operations
  • Group sharing and permission management
Maintain organized session library:
  • Archive completed or outdated sessions
  • Bulk delete unnecessary draft sessions
  • Compress and optimize storage usage
  • Set automatic cleanup policies
  • Restore archived sessions when needed
Reuse and replicate sessions:
  • Duplicate sessions for similar projects
  • Create session templates from existing work
  • Batch copy sessions to new categories
  • Generate session series from templates
  • Maintain consistency across related projects

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Session Collaboration

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Team Access and Permissions

Manage session access:
  • Share sessions with specific team members
  • Set role-based permissions (view, edit, admin)
  • Control access to sensitive information
  • Manage external sharing with clients
  • Track and audit access activities

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Communication and Notifications

Activity Notifications

Receive alerts for session updates, completions, and collaboration activities.

Comment System

Add comments and feedback directly to sessions for team communication.

Status Updates

Automatic notifications for processing completion and status changes.

Reminder System

Set reminders for follow-up actions and deadline management.

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Advanced Session Features

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Automation and Integration

Streamline session management:
  • Automatic session categorization based on content
  • Triggered actions based on session completion
  • Integration with project management tools
  • Automated report distribution and sharing
  • Custom workflow rules and conditions
Programmatic access:
  • REST API for session data access
  • Webhook notifications for session events
  • Bulk operations via API endpoints
  • Custom integrations with business systems
  • Automated data synchronization
Data management:
  • Complete session data export
  • Automated backup and recovery
  • Data migration and portability
  • Compliance and audit trail maintenance
  • Long-term archival and retention

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Next Steps

Team Sharing

Learn how to collaborate with team members and share reports securely.
Organization Tip: Regularly review and organize your sessions using tags and folders. This makes it easier to find related work and maintain an efficient workflow over time.