How to share a form with someone

Created by Aaron Remorosa, Modified on Thu, 21 Apr 2022 at 10:59 PM by Aaron Remorosa

(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.

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