Adding Assignees to Your Form

March 15, 2024

Whether you need specific individuals to regularly fill out your forms or collect data on your behalf, Jotform’s Assign Form feature ensures efficient tracking and easy access for your assignees. You can assign forms via email or a direct link and your assignees can even fill out forms offline with the Jotform Mobile Forms app, making the process seamless and convenient.

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Note

A Jotform account is required to use assigned forms.

To assign your form

  1. In the Form Builder, go to Publish at the top.
  2. Select Assign Form on the left.
Adding Assignees to Your Form Image-1
  1. Copy and send the provided link to your assignees. Or use the email field to send invitations with permissions.
Ways to add form assignees in Jotform

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

The CSV method to assign a form in Jotform Form Builder

Jotform Enterprise users can turn on Assign to Everyone in the Organization to make the form available to everyone in a company.

The Assign to Everyone in the Organization option in Jotform


See also: Accessing Forms Assigned to You.

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