How can I assign my forms to my employee?

  • Keplinger_Oliver
    Gefragt am 21. August 2023 um 12:57
    Wenn ich einen zweiten Account bei Jotform kaufe, für einen zweiten Mitarbeiter, kann ich dann Formulare zu ihm in den Account senden bzw sie ihm freigeben? Oder müssen alle Formulare dann in beiden Accounts händisch erstellt werden?
  • Vincenzo Jotform Support
    Geantwortet am 21. August 2023 um 13:13

    Hi Oliver,

    Thanks for reaching out to Jotform Support. Unfortunately, our German Support agents are busy helping other Jotform users at the moment. I'll try to assist you in English using Google Translate, but you can reply in whichever language you feel comfortable using. Or, if you'd prefer to receive support in German, let us know and we can have them do that. But, keep in mind that you'd have to wait until they're available again.

    Now, let me help you with your question. To clarify, would you like to know how to share your form with your employee? If so, you can easily do that with our Assign Form Feature, let me show you how:

    1. In Smart PDF Form, in the blue navigation bar at the top of the page, click on Publish.
    2. Click on Assign Form tab, on the column on the left.
    3. From there, you can choose to assign the form by sharing a URL or with Assign by Email option.
    4. How can I assign my forms to my employee? Image 1 Screenshot 30
    5. Your Employee will see the form under the Assigned Form tab in My Forms.
    6. How can I assign my forms to my employee? Image 2 Screenshot 41

    If that’s not exactly what you’re looking for, can you explain a bit more, so I can help you better? 

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