Collaboration settings

CONTENTS

Add form collaborators to create forms together and manage results.

You can set collaboration settings in 'Set form' at the bottom of the form creation screen.

Add collaborators

You can add collaborators to your form.

Members added as collaborators can edit forms together, send response requests, and view, share, and download form results.

However, a collaborator cannot delete a form, another collaborator, or change the name of a form creator.

Mobile

  1. Under 'Set form', tap 'Collaboration' and then turn on 'Use form collaboration'.
  2. Tap 'Select collaborators'.
  3. Find or search for the name of an organization or member's name in the Contacts.
  4. Tap the member or organization name you want and then tap ‘OK’.
    When deleting a specific member among collaborators, tap .
  5. Tap on the top left.

PC Web

  1. Under 'Set form', tap 'Collaboration' and then turn on 'Use form collaboration'.
  2. Click 'Select collaborators'.
  3. Search for and select the organization or member name you want and click 'OK'.
    When deleting a specific member among collaborators, click .
  4. Click on the top left.

You can add up to 20 collaborators.

Send a collaboration link

You can send form collaboration links to collaborators.

Clicking on the link will take you to the 'Form summary' screen for that form.

Mobile

  1. In 'Set form', tap 'Collaboration' and then tap 'Send collaboration link' at the bottom.
  2. Select 'Send as a service notification' or 'Copy collaboration link'.
    • Send as a service notification: Send all collaborators a link to the 'Form summary'.
    • Copy collaboration link: Copy the link to 'Form summary' and forward it directly.

PC Web

  1. In 'Set form', click 'Collaboration' and then tap 'Send collaboration link' at the bottom.
  2. Select 'Send as a service notification' or 'Copy collaboration link'. Then click 'OK'.
    • Send as a service notification: Send all collaborators a link to the 'Form summary'.
    • Copy collaboration link: Copy the link to 'Form summary' and forward it directly.
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