Assign form

  • iam14a69er
    Asked on June 17, 2024 at 11:31 PM

    How do I have multiple users on my certificate? I want the other electricians operating under my licence to access the app and fill out the form, send it to me and I will approve it then forward it on to the customer.

  • Vanessa JotForm Support
    Replied on June 18, 2024 at 12:03 AM

    Hi Ian,

    Thanks for reaching out to Jotform Support. To my understanding, you want the Electrician to fill out the form for the customer. Is that correct?

    If yes, you can assign the form to your Electricians. In this way, they can fill out the forms for the customer.

    1. In the Form Builder, go to the Publish section.
    2. Select the Assign Form tab on the left.

    Adding Assignees to Your Form Image 1 Screenshot 10

    1. Copy and send the provided link to your assignees. Or use the email field to send invitations with permissions.

    Ways to add form assignees in Jotform Screenshot 21

    After we hear back from you, we’ll better understand what’s going on and how to help.


 
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