JotForm User Guide / Assign Forms /

Adding assignees to your form

Adding assignees to your form

JotForm offers our users many different ways to share their forms. If someone needs to fill out your forms regularly, such as people who report you, you may want to use our Assign Forms feature. 

With Assign Forms, you can share forms with specific people, easily keep track of your submissions, and set up reminder emails. Assign Forms also makes it easier for your assignees to access the forms they need to complete. They can even fill out forms offline with the JotForm Mobile Forms app.

🔘Assign Form User Guides

There are two different ways to assign people to forms: through email or via a link.

Adding assignees through email

The most basic way to assign a form is by email.

1. Go to the Form Builder, and open the form that you want to assign.

2. Click on the Publish tab.

3. Click on Assign Form in the left menu.

4. Enter the email addresses of the people you want to assign your form to.

5. If you have a long list of assignees, you can upload a CSV file instead.

Adding assignees via a link(sharing your form with a link)

You can create an Assign Form link. Anyone who has the link can become an assignee. To get this link

1. Go to the Form Builder, and open the form that you want to assign.

2. Click on the Publish tab.

3. Click on Assign Form in the left menu. 

4. Click the Copy Link button, and share the link with other people.

Please note that your assignees will need a JotForm account to fill out assigned forms. If they don't have a JotForm account, they will be asked to create one after they click on the link you share with them.

We hope this guide is helpful. If you have any questions about the Assign Forms feature, feel free to contact us on our forum!

Contact Support:
Our customer support team is available 24/7 and our average response time is between one to two hours.
Our team can be contacted via:
Contact JotForm Support: https://www.jotform.com/contact/

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14 Comments...

  • ganimetenikqi

    https://form.jotform.com/203203850279048

  • JwHernandez

    Hello,

    Our organization has approximately 30 recipients that need to receive this soon. However, we will be sending it to over 100 individuals. We would like to send the forms via text and need to know how we can make that happen.
    When we go to the publish section, we only see area for email address, not phone number.

    Wendy

  • BizEssentials

    I am trying to share a created form with another member of my team to use. She is new to JotForm and has already created a JotForm account. I've tried all of the instructions provided and NOTHING seems to be working. Please help!

  • f.icaza

    I just assigned a form to a colleague in my organization, my intention is to allow him to fill out the form in offline mode (with the jotform app). He received the email invitation, but when he opens the invitation the form is nowhere to be found , the form is also not available for him in the app. Am I missing something?

  • macgyverated

    What happens if an employee leaves or is terminated? How do we un-assign any forms they may have been assigned, since we do not have access or control to their individual Jotform accounts?

    If a user terminates their personal Jotform account, does that result in us no longer having view of their submissions?

    Will forms submitted by users using their own accounts have that user info automatically captured and be visible in my "review submissions" view, as it did in the old method for assigning forms? Or will our forms need to incorporate a filed those users must fill out signifying their name so that we know who the submissions came from?

    What happens if a form needs to go to someone that does not have or is unwilling to provide an email address, or is unwilling to create a Jotform account, and we use the link method? I assume that means any users with links could continue to create submissions indefinitely, and the only way for us to stop them would be to somehow change the link to the form?

  • DougSk

    I want specific team members to be able to review the results of completed forms. How do I give them access to the results? Assign forms (they are not filling the forms repeatedly but rather looking at the results and handling them accordingly), email forms? Some forms have HIPPA protection if that changes things?

  • District1010

    This form https://eu.jotform.com/build/201664218908963

    I want to allow up to twelve individuals to complete the first part of the form. From there it would go to the Treasurer (also a Trustee) and he/she, if approved, would get two of the other Trustees to sign it off. Then back to the Treasurer to complete the process.

    Can this be done?

    Thanks Peter

  • Hensie

    Hi! Should the recipient of the form (the assignee) also need to be a paid user in order to access the form on the mobile app offline? And can the assignee submit multiple times?

  • Lori Vieceli

    Would I be able to email a client a questionnaire to complete?
    My forms are completed in Mac Pages and Numbers, would I be able to copy/paste or would I need to recreate?
    Would they be able to change the form in any way by clicking or writing in the wrong place?

  • hangwtw

    Hi!
    That'd be nice if assignee do not need to login/create a Jotform account. Is that something you are considering for the future?
    Thanks
    Hang

  • Kate Almanza

    Hi!

    Some of our sales team members are using the JOT form to do their sales reports but the sales manager is not receiving them. They seem to be going into Cyberspace. Neither sales leadership or the sales rep is receiving the JOT form. How do we correct this?

  • HuttonSafetyGroup

    Hey guys! Great job on the Assign Forms launch :)

    I have one quick question. If you assign someone a form like this via desktop, will the notification they receive prompt them to just access the form on desktop or will it direct to the mobile forms app? We'd like to start encouraging all of our users to have the app, but in past conversations I know if you assign on desktop, it will direct them to use desktop browsers for their forms. Is there a way to select, say "I want to assign this form via Mobile Forms" while entering email addresses via desktop?

  • DECEP

    GREAT

  • opinion3d

    Hi, is it possible to get the email sent to the assignee in another language than English !