Archive for March, 2021

How to Share a Form with Others

If you ever shared your password with a collaborator so they can download form attachments or view a report, read on. You should instead invite them to your account and share the form with them.

Create a user in your account for each collaborator in your organization
Create a sub-account for each user, don’t share your admin password with others

How Do I Invite Someone to My Account?

You invite others to join your account by creating a user for them. Once someone has joined your account, you can share a form with them and allow them to perform actions like:

To create a user, first add the person’s email address to the Settings tab of the form builder. Once they’ve verified their email, head to the user management dashboard of your account.

Enter the user’s first and last name, select their verified email address, and click Create User. We’ll email them to let them know they can now log in to FormSmarts, but we won’t give them their auto-generated password: please send it either by IM or voice call.User Management Dashboard

How Do I Share a Form With a User?

To share a form with a user, tap Edit Permissions in the Actions menu corresponding to the user, as shown on the screenshot above.

Select the form you want to share at the bottom of the Edit Permissions screen (shown below) and click Share.

Toggle permissions on/off as needed to allow the user to perform specific actions only.

Share Forms with a User and Set Permissions

How Can Users Sign In?

To sign in to your account, a users must select Log in as Invited User on the log in page and enter your Account Alias in addition to their email and password.

Your Account Alias uniquely identifies your account on FormSmarts. You need to create an account alias to allow users to log in.

About the Form Builder Blog

The Online Form Builder Blog is published by FormSmarts, a web form service providing all you need to create a form and publish it online in minutes. FormSmarts makes it easy to build a form and embed it on your site. You can then get form submissions by email or store them on FormSmarts and download an Excel report. Learn more about the many other benefits of FormSmarts.