How to share a form with someone

(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.