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Share Forms

Share forms to other users

Select the checkbox (left of Contract column) of the forms you want to send to you, then click Share.

A box will pop up and ask to enter the email of the user you want to share with. Separate the emails with comma , for sharing with multiple users. Enter email in all lowercase.

Share button also available on the form itself. So you can share individual form this way.

Can share any form in any status other than Incomplete. If you want to share Incomplete form, then go set the form status to In progress and click Share.

Note: If you are the shared user, then click Get Forms From Server to get the forms and remember to select the asset first.

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