Creating a work order form

  • angeladeflorio
    Asked on April 18, 2015 at 7:47 PM

    Hello

    I have a question, I am trying to create a work order template for myself and my boss.  I created a form and I was going to have him go in and fill out the form.  But I am not sure how to make this available to him.  I downloaded a pdf template, and it didn't look like anything I designed from the themes.  Is there a way that he can sign onto my account and use the form.  Also once he sends me a filled out form, I am not sure where to set up an email to get alerts

    Please help.

    Thank you

    Angela

  • jonathan
    Replied on April 18, 2015 at 9:15 PM

    Hi Angela,

    I suggest you start from this user guide -How-to-Create-Your-First-Web-Form

    There are multiple ways to embed a form if you have a website

    -Which-Form-Embed-Code-Should-I-Use

    If you like, you can also just use the URL of the form and share it via email message.

    user guide: -How-to-Share-Form-using-Email-Link

    Creating a work order form Image 1 Screenshot 20

     

    Please inform us if you need further assistance.

    Thanks.