Ability for assignees to view and download submissions

  • Profile Image
    Natalie Warren 
    Asked on October 28, 2020 at 04:52 PM

    Hello,

    I have a jotform account that I've created several forms with already. I would like to assign them to other people in our company who deal more directly with those submissions.

    Unfortunately when I've assigned forms to our reception team, a form will show up on their account, but it says there are 0 submissions.

    Secondly, when I assign the table to them, they can see and view all of the submissions, but they don't have the option to download them as a pdf - how can I give them access to do this?

    Any assistance is much appreciated.

    Kind regards,


  • Profile Image
    KrisLei
    Answered on October 28, 2020 at 07:47 PM

    Hi,

    I assumed that you are referring to this form, 202788020571857, correct?

    When I've assigned forms to our reception team, a form will show up on their account, but it says there are 0 submissions.

    I have checked the assigned form settings, and it seems that the permission is only set to Submit Only. You can switch the permission to Submit and View Later to give them the ability to view the submissions:

    1603927829_5f99ff15998cb_form.gif

    Related guide: managing-permissions-for-your-assignees

    Secondly, when I assign the table to them, they can see and view all of the submissions, but they don't have the option to download them as a pdf - how can I give them access to do this?

    Unfortunately, this is not possible on the shared Table. However, kindly try to create PDF documents through the PDF Editor: how-to-customize-pdf-submissions-report

    There's also an option to Share the PDF Report view:

    1603928539_5f9a01dbb8392_Screenshot_1029

    Then on the assignee's end, there's an option for them to download the PDF submission:

    1603928704_5f9a0280730d6_Screenshot_1029

    I hope this helps. Let us know if you need further assistance.