How to Share a Specific Form to Another Person?

  • Asociacion_deplantas
    Asked on June 22, 2024 at 3:35 AM

    Hello Team,

    I hope this message finds you well.

    I would like to create a request form for my client on JotForm. Additionally, I need to ensure that one of our team members has access to this specific form, but only this particular form.

    Could you please clarify the following:

    1. Is it possible to grant access to a single form for a specific team member?
    2. What actions are required to set this up?
    3. Does the team member need to have a JotForm account, and how would this process work?

    Thank you for your assistance.

    Best regards,

    Alex

  • Ericson_B JotForm Support
    Replied on June 22, 2024 at 3:49 AM

    Hi Alex,

    Thanks for reaching out to Jotform Support. Yes, you can share a specific form. You can share the form with your team member by sending them the collaboration link. This will allow them to update the form without creating a Jotform account, and any changes they make will be saved automatically. Let me show you how:

    1. In Form Builder, select Add Collaborators in the upper-right corner.
    2. Copy the collaboration link and share it with your team.
    3. The collaboration link expires after 72 hours. Refresh the link to generate a new one.

    How to Share a Specific Form to Another Person? Image 1 Screenshot 20
    We also have a guide about How to Share Your Form With Collaborators that you can check out.

    If you want to share the form's submission table as well. You can share the table in private, but your team member will need a Jotform account. However, you can make it public, in which case anyone with the link will be able to access the table. See, How to Share Your Submission Tables with Jotform Tables and Collaborate guide for more information.

    You can also include your team member's email address as a recipient of the form so that they receive email notifications whenever your form is submitted. Check out our guide explaining How to Change the Email Address Used for Email Notification.

    Let us know if there's anything else we can help you with.

 
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