How can I share a template with one other person.

  • Profile Image
    Christina_Peterson
    Asked on March 17, 2021 at 12:16 PM

    Hi,

    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.


    Thanks,
    Christina

  • Profile Image
    Mike_G
    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.

    prevent-cloning-setings-clone-settings.p

    prevent-cloning-option-form-settings-bui

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

    Where-to-Find-My-Form-URL

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

    How-to-Clone-an-Existing-Form-from-a-URL

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