User Guide

Understanding Form Collaboration

Last Update: September 16, 2017

One of the exciting new things in JotForm V4 is Form Collaboration. It's a real-time, seamless experience where multiple team members can simultaneously work on the same form. All changes are automatically uploaded so you always edit the most current version.

Whether you're in front of a PC or on-the-go with your mobile phone, building forms with your co-workers is now as easy as sharing a link.

IMPORTANT NOTE: Keep in mind that ALL CHANGES made by EVERYONE will be saved automatically so communication would be a key factor in building and editing forms with team members.

Collaboration starts with the person who wants to share his form with someone else. It won't matter whether the collaborator has a JotForm account or not. Each collab session will have its own unique session URL that you can share with someone else.

To get the link, click the ADD COLLABORATORS icon at the top right of your Form Builder > copy the link > then share it with others. Yup, it's as simple as that!

There are helpful visual cues when someone successfully joins the collaboration. Their respective avatars would show up at the top right. If the person who got the Collaboration Link doesn't have JotForm account, they will appear as Guests (e.g. guest_1234567890).

On top of that, fields highlighted by someone else will be marked by their respective Avatars too. This will make it easier, visually, to know who's working on what. 😉

Here's a short demonstration of someone using a mobile device doing a real-time collab session with someone else using a PC.

Give it a try and start building forms with your team members!

Post your comments and suggestions below, we'd love to hear from you about this new feature. If you have a question, visit our Support Forum so we can help.

14 Comments...

  • CAMDENHEALTH

    Hi, we would like to know how do you turn off the real-life collaboration so no one can edit the form?

     
  • Nazan

    20 yaşında mağaza görselcisiyim

     
  • jorgenev

    I am not seeing the "add collaborators" button on my form. Why would it not be showing up?

     
  • Lumbani

    I can't access the form.what can I do

     
  • abrichards

    Is there a way for collaborators who log in as guests to see the form submissions as well as the form itself?

     
  • Akobicac

    I need more explanations on how this works. What day of the week do we have this class. How do we communicate with team members of this group. Thanks n God bless!

     
  • Kanakadurga

    Is There Any Special Code For Each Guest.If I Find Difficultis I will Write.

     
  • wassajja

    how can my form be used with other in which way?

     
  • missjstanley

    Can collaborators view the billing/account information I have linked to form? like stripe?

     
  • Trevstud

    Excuse me what is this conversation

     
  • Mboungaya

    I want to have the accès in going to canada with my familly

     
  • Lucimarasantos

    Boa tarde..!! a única coisa que eu quero de vcs no momento e o código de rastreamento do produto que eu comprei e já foi debitado da minha conta e eu não sei nada a respeito...

     
  • Ahsor

    What is the nature of the program?

     
  • NUC

    Is there the ability within jotform for END USERS to collaborate on the contents of a form prior to it being submitted? (e.g. form shared between departments for input before being sent to executive, etc.)

     

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