How can I create a "live" shared project form with my team?

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    Sarah 
    Asked on October 21, 2020 at 05:03 PM

    Hi,

    We are a printing/mailing/design company.

    We would like to create live intake forms for each project, so that anyone from my team can access each project form and see live changes and fill out project specs simultaneously. (sort of like a shared google doc)

    Is this possible and if so, how does it work?

    Thank you

  • Profile Image
    EltonCris
    Answered on October 21, 2020 at 10:21 PM

    Based on my understanding, you want your team to be able to view and edit your form? If so, you can share them the collaboration link so they can see live changes when someone edits the form. Guide: https://www.jotform.com/help/419-understanding-form-collaboration

    If you want to share them the form so they could fill it regularly, you can invite them as assignees. Guide: https://www.jotform.com/help/652-Adding-assignees-to-your-form

    Let us know if you have more questions. Thanks!

  • Profile Image
    EltonCris
    Answered on October 21, 2020 at 10:23 PM

    By the way, if you want everyone to be able to view all the form's submissions data, you can share with them your form submissions page https://www.jotform.com/help/199-how-to-share-form-s-submissions-page.