How can I share a form I created with others?

  • Profile Image
    Asked on October 05, 2017 at 01:38 PM

    I wanted to know is there a way you can create forms for other people and share it with them? For example, if someone needed me to create a form for them and I did it in my account. How can I get the form over to their account so they have it after I have it completed. 

  • Profile Image
    Answered on October 05, 2017 at 02:52 PM

    There are plenty of ways to do this but from how you phrased it, you're creating/designing the form for a client of yours. The easiest is for them to clone the form you created. You only need to provide 2 things with them:

    1. The URL of your form

    Related guide: Where-to-Find-My-Form-URL 

    2. And how to clone it

    Complete guide: How-to-Clone-an-Existing-Form-from-a-URL

    Other alternatives are:

    🔘 Share your form as a template

    Related guide: Sharing-a-Form-in-the-Form-Templates-Gallery

    🔘 Add him/her as a Sub-user

    Related guide: How-to-Share-Forms-with-a-Sub-Account-User

    🔘 Or have us move the form from your account to his. This would mean you would lose the form after it has been transferred to your client's account (as opposed to cloning where you retain a copy of it).