Assign Forms
Let your employees collect the form data you need. Eliminate back-and-forth emails and long waits by assigning forms to team members, who can then gather and manage form submissions on any device — even offline with JotForm Mobile Forms!
Assign forms to company members with an email invitation or by sharing a form link with an expiration date. You can require sign-in so only company members can easily view, edit, send, and save submissions from any device. You’ll even be able to track assignee activity with individual “Sent Boxes” and send reminders, so you can stay in control of your data.
Invite people to fill out your form
Assign your form to others using individual email addresses, a CSV upload, or a shareable link with an expiration date.
Add assignees via email
Assign your forms by entering individual email addresses — or if you have a long list of assignees, upload them all at once with the CSV upload option.
Guía de usuarioShare your form with a link
You can also assign your form by sending it to users with a shareable link.
Set up an expiration date
To ensure that your form is only filled out when it should be, add an expiration date and time to your form.
Guía de usuarioProfessional interface for your employees
When you assign a form, your teammates will sign up to JotForm with their own credentials. They’ll then have an interface where they can manage all their assigned forms in a single place.
Require sign-in for your assignees
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.
Guía de usuarioGrant form access to company members only
When you assign your form as a link, ensure that your employees are the only ones filling it in by restricting access to your company’s email domain only. To enable this feature, change your settings to Company Access and enter the email domain you want to use.
With JotForm Enterprise, you can even enable single sign-on to maintain tighter control over your account’s security. Users will be authenticated before accessing your forms and data.
Guía de usuarioEasy form access for your assignees
Assignees will have easy access to all their assigned forms in a single place, eliminating the need for back-and-forth messages and emails. They can then access and fill in their assigned forms as often as needed.
Easy access to submissions
Assignees can view and edit their submissions from their own Sent Box. They can also access draft submissions and finish filling them out later.
Guía de usuarioLet assignees save submissions as drafts and complete them later
Enable the Save and Continue feature to let assigned team members save their submissions as drafts. Your users will receive an email that enables them to access their drafts and continue their forms at a later time.
Track your submissions
Keep track of submissions and see which assignees have completed your form.
Track assignees and their submissions
Even though you’re assigning forms to teammates so they can collect information for you, you’ll still have full access to the data they collect. You can easily monitor all assignee activity to ensure everything runs smoothly.
Guía de usuarioManage permission settings
Assignees can view and edit submissions according to the permission settings you choose. And don’t worry — you can revoke access at any time.
Stay in control of your data
You have full control over the way teammates collect and access your form data, and can update the permission settings at any time.
Guía de usuarioSchedule reminder emails
Reach out to assignees automatically if they haven’t filled out your form yet.
Set up reminders
Remind form assignees to fill out their forms at certain times. This is a great tool to keep your job site, security team, or field workers on task.
Guía de usuarioCollect responses offline
With our free mobile app, JotForm Mobile Forms, you and your assignees can accept submissions with or without internet access.
Collect data on the go
No internet connection? No problem. Even without Wi-Fi or data, assignees can view forms and collect submissions anywhere. Offline submissions will automatically sync when assignees go back online.
Guía de usuario
