How do I save my finished form so I can send it to customers?

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    Julie Stockwood
    Asked on June 20, 2022 at 08:37 AM

    How do I save my finished form so I can send it to customers?



    This is a re-post of a comment on How to Use Form Templates

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    Sheena
    Answered on June 20, 2022 at 08:49 AM

    Hello Julie,

    Thanks for reaching out to Jotform Support. Please note that form editor has auto-save feature. You do not have to manually save and there is no such feature to save form manually. When you start building your form, any changes you make in form will be saved automatically. There are several ways to share your forms with your clients. Here are four options to share your forms:

    OPTION 1: If you want to share the direct link can be used by anyone, please follow these steps;

    1. Go to Form Builder
    2. Click the PUBLISH button on the top menu
    3. In the Quick Share section, click Settings with Gear icon right next to Link to Share to make sure your form is public.
    4. If it is public you can hit the Copy Link button and share the link with your client. That's it!

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    Please note that the user will be required to create a Jotform account unless the form is set to Public. Please see our guide on How to Change the Access Settings of a Form

    OPTION 2: If you want to request a specific group of people to complete your form, please follow these steps;

    *When you assign a form, your assignee will need to sign up for Jotform with an email and password — ensuring your form and form data is only accessed by the people you want to access it.

    1. Find the ASSIGN FORM section on the left menu

    2. You can add multiple clients' email addresses separated by commas to INVITE PEOPLE field

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    3.OR by hitting the UPLOAD icon next to INVITE PEOPLE, you can upload a csv file for large number of contacts.

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    4. Click the SEND INVITATION button and that's all!

    OPTION 3: If you want to share your link with your clients via email, please follow these steps;

    1. Find EMAIL section below ASSIGN FORM section

    2. Select SHARE ON EMAIL option

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    3. Add your clients' email addresses with comma separated in TO field

    4. Fill the other necessary fields and click to SEND button. That's it!

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    Give it a try and let us know if you need any help.