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UEPWebAsked on June 15, 2015 at 3:19 PM
Once per month I'd like someone else to be able to access the results of the form and download them as a CSV file, but have no other access than that.
Thanks!
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UEPWebReplied on June 15, 2015 at 3:52 PM
Just found it. Go to Account > Users to manage other users.
However I'd like to send a CSV file to that user once per month, can that be done?
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David JotForm SupportReplied on June 15, 2015 at 4:53 PM
Hi,
Just in case someone else comes across this thread, I'll go ahead and link the guide on how to share forms with sub-users:
http://www.jotform.com/help/232-How-to-Share-Forms-with-a-Sub-Account-User
For the CSV file, there is not currently a way to automatically send this once per month, however, one can be generated while viewing your submissions at any time:
http://www.jotform.com/help/73-How-to-Partially-Download-Form-Submissions-as-Excel-CSV-PDF
You can download all or a portion of your submission data.
If you have any further questions, let us know and we will be happy to help.