As a sub-user, how do I find forms that have been shared with me?

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    Asked on June 23, 2015 at 10:26 AM

    One of our brokers added me as a sub-user on his account and shared a couple of forms, however when I log into my account I do not see them.  What are we doing wrong?

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    Answered on June 23, 2015 at 11:42 AM

    You should see a "Shared with you" section or tab in the My Forms page and under this section, you will see a folder named after main account's username.

    For example:

    I don't see this in your account so maybe you are not yet added as a sub-account or something wrong in the process. Please let us know the main account's username so we can check and help you correct this.