How can I work with my friend on a form?

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    MattBerr
    Asked on January 30, 2019 at 06:19 AM

    Good afternoon,


    I'm tying to share a form i've designed with a friend of mine so he can make changes based on his requirements/branding.  However for the past two days when selecting 'Share as a template', it begins working and does nothing else...


    Many thanks


    Matt Berresford

  • Profile Image
    Marvin
    Answered on January 30, 2019 at 08:46 AM

    Sharing your form as a template is intended for you to share your form template with the entire JotForm community. Instead of sharing your form through "Share as a Template", you may try adding your friend to your form as a collaborator. Collaborators and the owners of the form can work simultaneously and in real-time. That way you can also see what your friend edits in your form work together.

    You can add a collaborator in your form builder by using, the top right side of the screen, "Add Collaborators" button.

    1548855803Screen Shot 2019-01-30 at 16.4

    Then share the link in the pop-up with your friend and she/he can join you and start editing your form. 

    1548855883Screen Shot 2019-01-30 at 16.4

    Also, here's a guide that explains adding collaborators and the process in detail: https://www.jotform.com/help/419-Understanding-Form-Collaboration

    If you need further assistance, feel free to ask.