Sharing forms is an excellent way to improve communication with your users! By utilising the Share Form feature, you can easily keep track of any outstanding forms that require completion or send links for users to create their form records. This will surely lead to more productive and efficient workflows.
In this article, we cover:
Bulk Sharing Forms
Sharing Individual Records
Note: This feature is only available if your user permissions allow. Get in touch with your organisation if you require the 'Share' capability of forms.
Step-by-Step Guide:
Bulk Sharing Forms
Go to the "Forms" tab in the side menu.
Find and select the form you'd like to share.
Tap on the "Share Form" button.
You can share the form with individual users, groups and users not yet on IndyForms.
To create responses, you have two options.
You can click on "Create Responses Now" to generate a list of all the form records, which is useful for tracking who has completed the form and who hasn't started yet.
Or, if not selected, you allow users to create a response by clicking on the email link. This setting will only create records for users who have clicked the link.
Remember to provide instructions or guidelines by adding a Message to your email, then select "Share".
And that's it - you're done! Your users will receive an email notification, so now you can relax and look forward to their responses.
Sharing Individual Records
Follow these instructions to add a contributor (individual users) to a form record:
Open the desired form record.
Click on the "+Share" button under Contributors.
Choose the option to "Select User" if the contributor is already listed or "Select Group" if adding a group of users. If the user isn't listed yet, select "Create New" to add them as a new user.
Write your Message and click on the "Share" button to add the contributor to the form.
💬 Contact Support
Our team is available 24/7 to assist. Contact our friendly customer support team via email or chat for help today.