Forwarding forms to a second email address.

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    Kirsten Johnson
    Asked on March 30, 2020 at 06:23 PM

    Hello! 


    Is it possible to automatically forward completed HIPAA forms to a client and not allow them full access to the site I have built for them? I want them to receive the HIPAA forms some other way than directly in your site because my credit card information is saved on that plan and I have marked up this service for my client. Please advise...

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    EltonCris
    Answered on March 30, 2020 at 09:07 PM

    Do you want them to have edit access to the form? If yes, you can add them as a collaborator. Example:

    If you only want to invite them to fill out the form, you can just share to them the URL of the form or you can use the Assign Form.