How can I share a template with others in my organization?

  • pfernandezpsyd
    Asked on June 18, 2020 at 12:32 PM

    Situation:  Three psychologist, all of whom have JotForm accounts.  I've created templates that I want to share with all of them.  However, some of the templates do not appear when I search for them within Templates.  What is the best way to share templates with my teammates?

  • Anita_K
    Replied on June 18, 2020 at 1:31 PM

    Hi,

    thank you for reaching out to us.

    Please follow these steps on how to share a template: https://www.jotform.com/help/157-Sharing-a-Form-in-the-Form-Templates-Gallery

    You can also simply give them the form URL and let them clone it: https://www.jotform.com/help/42-How-to-Clone-an-Existing-Form-from-a-URL

    I hope this helps, please let us know if you have any further questions.