How can I share a template with one other person.

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    Asked on March 17, 2021 at 12:16 PM


    I made some forms for myself and I want to share them with the other person who owns my LLC with me. I see that I can share the template to the "gallery" but I only want to share the forms with one specific person, so that she can use them with her clients as well.


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    Answered on March 17, 2021 at 05:56 PM

    Perhaps what the other person can do is create a cloned version of your form under his/her account instead.

    First, make sure that the settings of your account and the settings of your form permits cloning.



    Next, get the Form URL of your form that the other person can use to create a clone of it.


    Then, have the other person follow the instructions in this guide after you provided him/her with the Form URL of your form.


    I hope this helps. Feel free to let us know if you need any further assistance.