Sharing a form

  • csl2016
    Asked on February 1, 2016 at 4:15 PM

    Is it possible for me to create a form on my account and share it with a customer to be used in their account?

  • jonathan
    Replied on February 1, 2016 at 10:42 PM

    Yes. You can be be even a sub-account of your customer. So they will function like customer/client.

    user guide: How-to-Share-Forms-with-a-Sub-Account-User

    Or your customer can just clone the form you created.

    user guide: How-to-Clone-an-Existing-Form-from-a-URL

    Hope this help. Let us know if you need further assistance.