Assign your form to others using individual email addresses, a CSV upload, or a shareable link with an expiration date.
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.
You can also assign your form by sending it to users with a shareable link.
To ensure that your form is only filled out when it should be, add an expiration date and time to your form.
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.
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.
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.
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.
Assignees can view and edit their submissions from their own Sent Box. They can also access draft submissions and finish filling them out 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.
Keep track of submissions and see which assignees have completed your form.
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.
Assignees can view and edit submissions according to the permission settings you choose. And don’t worry — you can revoke access at any time.
You have full control over the way teammates collect and access your form data, and can update the permission settings at any time.
Reach out to assignees automatically if they haven’t filled out your form yet.
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.
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.
Looking for a better way to collaborate with your coworkers?
Good thing our new app's Assign Forms feature makes it easy to let assignees collect data for you.
Demo Feature: Conditional Logic Demos
Encourage users to elaborate on their answers when collecting surveys or feedback — for example, if a user states that they were dissatisfied with something on an event satisfaction survey, you can show a text box to allow them to explain further.