How can I share a template with one other person.

  • 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

  • Mike_G JotForm Support
    Replied on March 17, 2021 at 5:56 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 Screenshot 10

    prevent cloning option form settings bui Screenshot 21

    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.