Adding Assignees to Your Form

September 7, 2022

Jotform offers many different ways to share your forms. If someone needs to fill out your forms regularly, such as people who report you, you can use the 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. To learn more, visit 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 Publish tab in Form Builder.
  2. Choose Assign Form on the left.
  3. Enter the email addresses of the people you want to assign your form to.
form-builder-invite-by-email-min.png

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

form-builder-invite-by-email-csv-min.png

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

  1. Go to the Publish tab in Form Builder.
  2. Choose Assign Form on the left.
  3. Click the Copy Link button and send the link to your would-be assignees.
form-builder-invite-copy-link-min.png

Note: 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.

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