How to allow collaborators to fill out data on the form

  • Gabriel
    Perguntado em 5 de junho de 2024 às 16:30

    Boa tarde, nossa Empresa trabalha com um numero grande de freelancer selecionados, eu gostaria de saber se consigo elaborar um formulário e disponibiliza-lo para que esse pessoal consiga preenche-lo com informações pessoais.

  • Rhina Jotform Support
    Respondido em 5 de junho de 2024 às 18:59

    Hi Gabriel,

    Thanks for reaching out to Jotform Support. Our Portuguese Support agents are busy helping other Jotform users right now, so I'll try to help you in English using Google Translate, but you can reply in whichever language you feel comfortable using. Or, if you'd rather have support in Portuguese, let us know and we can have them do that. But, it might take a while until they're available again.

    Now, coming back to your question. If you want your users to collaborate and work together on form data, you can add the users as collaborators to the Tables. page. Let me show you how:

    1. On the Jotform Tables page, click on the Share button.

    2. Click on Share Settings and select Private Table, so only people you invite will be able to see your Tables. You can also set the default role of the invitation link as Collaborator.

    3. Now, use the Generated Link or the Invite by Email feature to invite people.

    How to allow collaborators to fill out data on the form Image 1 Screenshot 20

    Note that once you have added collaborators to the Tables page, they will all be able to view all data shared through the Tables page.

    Another option if you do not want all users to view all data on the Tabes page. You can create a form and share the form URL link to your users. Let me show you how:

    1. On your My Forms page, hover your mouse over your form and click on Edit Form on the right side of the page.
    2. In Form Builder, in the orange navigation bar at the top of the page, click on Copy link to copy your form URL.

    Reach out again if there's anything else we can help you with.