How to allow multiple people access submitted form?

  • Tim Sanden
    Asked on October 22, 2020 at 4:12 PM

    We're evaluating JotForm for an online application for service using your encryption feature, and would like to send the form notification email to an email distribution group of a few CSRs then have a CSR login to JotForm to retrieve the completed form. What is the most cost-effective way to allow multiple users to login to get completed forms?

    Thank you.

  • Jed_C
    Replied on October 22, 2020 at 10:38 PM

    You can use the assign forms feature and have them login to their own account and used the form that was assigned to them.

    Kindly check our guide here https://www.jotform.com/help/652-Adding-assignees-to-your-form on how you can assign your forms to your CSRs.

    Another option is to share the form submissions to your CSRs view submissions page https://www.jotform.com/help/199-how-to-share-form-s-submissions-page.

    Let us know if you have any questions or if you need further assistance.