How do I share a template to another person, outside of my organization?

  • FEMORS
    Asked on May 1, 2017 at 11:13 AM

    I need to share a template to a secondary user.  I do not want them having access to my account.  Is this possible?

     

     

  • John_Benson
    Replied on May 1, 2017 at 12:41 PM

    You can send them the form direct link and let them clone your form/template. Please follow this guide on: How-to-Clone-an-Existing-Form-from-a-URL

    Here's a guide on how to get the form direct link:

    1. Login to your account.
    2. Select the form and click the Edit Form button.

    How do I share a template to another person, outside of my organization? Image 1 Screenshot 30

    3. Go to the Publish section page and select the Quick Share tab.
    4. Click the Copy Link button to share the Direct Link of your Form. You can check other options if you click the Share Options button.

    How do I share a template to another person, outside of my organization? Image 2 Screenshot 41

    Please do get back to us if you have questions. Thank you.