Would I be able to email a client a questionnaire to complete?

  • Lori Vieceli
    Asked on April 24, 2020 at 11:06 PM

    Would I be able to email a client a questionnaire to complete?

    My forms are completed in Mac Pages and Numbers, would I be able to copy/paste or would I need to recreate?

    Would they be able to change the form in any way by clicking or writing in the wrong place?

  • Vanessa_T
    Replied on April 25, 2020 at 2:07 AM

    Yes, you can email anyone and have anyone fill up your form if it is your intention.

    Simply give them your form URL so they can view your form and fill it out.

    Where-to-Find-My-Form-URL

    However, I don't think they can fill out the form directly in Pages and Numbers. Nevertheless, you can add the form URL within your page/number.

    On the other hand, since you are commenting from our Assign Form user guide, may I ask if you will be restricting form fill up to those whom you have specifically assigned only?

    If yes, follow the steps here to assign your form:

    Adding-assignees-to-your-form

    Then modify each assignee's permission here:

    Managing-permissions-for-your-assignees