How to share a form with someone

Created by Matt Reid, Modified on Thu, 21 Apr 2022 at 10:59 PM by Matt Reid

(I.e. copy the share link or fill in the email form)

  1. Click on the left-hand menu, the ‘Forms’ tab

  2. Click ‘Manage’ from the dropdown

  3. Now click the ‘Share’ button under Actions

  4. You will be taken to a form to create your Share form for your recipient

  5. There is some key information you can enter on the form:

    • Recipient Name

    • Recipient Email

    • Custom Message

  6. Once complete, click “Send” to finish.

  7. If using the Mobile Portal you can copy the link provided in the forms and send directly to your recipient.



Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article