Understanding Form Collaboration

September 22, 2021

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 when 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.

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