Forwarding forms to a second email address.

  • Kirsten Johnson
    Asked on March 30, 2020 at 6:23 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...

  • Elton Support Team Lead
    Replied on March 30, 2020 at 9:07 PM

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

    Forwarding forms to a second email address Screenshot 30

    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.

    Forwarding forms to a second email address Screenshot 41