Adding Assignees to Your Form

December 6, 2023

If someone needs to fill out your forms regularly, such as people who report to or collect data for you, you can use the Assign Forms feature. Assign Forms allows you to assign your forms to specific people and easily keep track of the submissions they send or collect.

Assign Forms also makes it easier for your assignees to access the forms assigned to them. They can even fill out forms offline with the Jotform Mobile Forms app. To learn more, visit Assign Form – Help Guide.

Note

Your assignees will need a Jotform account to use your assigned forms.

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

To quickly assign your form using a link

  1. In the Form Builder, go to Publish at the top.
  2. Select Assign Form on the left.
  3. Click Copy Link and send the link to your would-be assignees.
Steps to copy the Assign Form link in Jotform Form Builder

Your form’s Assign Form link allows anyone who has the link to become an assignee.

Adding Assignees Through Email

To invite assignees via email

  1. In the Form Builder, go to Publish at the top.
  2. Select Assign Form on the left.
  3. Enter the email addresses of the people you want to assign your form to.
Steps to assign a form via email in Jotform Form Builder

If you have a long list of assignees, you can upload a CSV file containing the email addresses instead.

The CSV method to assign a form in Jotform Form Builder
END OF YEAR SALE
Save 50%
ON ANNUAL JOTFORM PLANS
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:

Support Forum: https://www.jotform.com/answers/

Contact Jotform Support: https://www.jotform.com/contact/

Send Comment:

Jotform Avatar
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Comments:

  • Erin Eris Estrada - Profile picture
  • Mok - Profile picture
  • Karen - Profile picture
  • Jeremy Heyboer - Profile picture
  • SHARRY HEBERER - Profile picture
  • Carina Marcella  - Profile picture
  • Norm McGIllivray - Profile picture
  • SJOACHIM1966 - Profile picture
  • Cairney - Profile picture
  • PleasantHolidays - Profile picture
  • Margaret - Profile picture
  • shirley.pccw - Profile picture
  • checkcrew - Profile picture
  • ThreeFeathersBearScare - Profile picture
  • Janice_Newman - Profile picture
  • jurgen.hinz - Profile picture
  • ganimetenikqi - Profile picture
  • JwHernandez - Profile picture
  • BizEssentials - Profile picture
  • f.icaza - Profile picture
  • macgyverated - Profile picture
  • DougSk - Profile picture
  • District1010 - Profile picture
  • Hensie - Profile picture
  • Lori Vieceli - Profile picture
  • hangwtw - Profile picture
  • Kate Almanza - Profile picture
  • HuttonSafetyGroup - Profile picture
  • DECEP - Profile picture
  • opinion3d - Profile picture