How to Add a Collaborator to a Form

From Home, select Forms.

In the Submissions tab, select the category you wish to view.

Tap on the form you wish to add a collaborator to. 

 

Tap on the Collaborators tab. 

The Collaborators tab will be displayed. 

Tap Add Collaborators. 

An email template will appear to invite the collaborator. 

The Project Contact List will be displayed by default when selecting the user. 

Tap Add once you have selected a user.

Simply fill in the contents and tap Send. 

The user has been added to the collaborator list. 

• Related Articles

• How to Submit a Form

  From Home, select Forms. The forms will have 3 sections; submissions, templates and community templates. In the Submissions tab, select the category you wish to fill in. Tap on the form you wish to fill in. The selected form will appear, complete the ...

• Approve a Form Submission as an Authoriser

  If you have been assigned as an authoriser to a form, you will have the ability to approve or reject the submitted form. From Home, select Forms. In the Submissions tab, select All Categories. Tap on the Filter icon. The Filter page will appear. Tap ...

• Reject a Form Submission as an Authoriser

  If you have been assigned as an authoriser to a form, you will have the ability to approve or reject the submitted form. From Home, select Forms. In the Submissions tab, select All Categories. Tap on the Filter icon. The Filter page will appear. Tap ...

• How to Assign a Form to a User

  From Home, select Forms. Under the Templates section, select your desired form. Tap Send with Notification. The notification template will appear. Once you have entered all required details, tap Send.

• How to Add Authorisation Template to Email

  From Home, select Inbox. Tap Add-ons. Select Authorisation. The authorisation field will be displayed under the email description. Tap the authorisation box to enter the details of the authorisation. Once you have finished entering the details, tap ...