How to Add Collaborators to a Form
Once you have sent a form for a user to complete, you are able to add collaborators.
In Form Submissions, select the form that you wish to add a collaborator to.
The template will appear, navigate to the bottom right and click Edit.
Click Add Collaborators on the bottom right of the screen.
Fill in the details and click Send with Commnia Inbox.
The user will now have access to collaborate on the form.
Related Articles
Smart Form Submissions - Export to Excel
Depending on the form permissions - This will determine who has access to the submissions From the main menu, under Quality + Safety click Smart Forms. You will see a window labelled "Form Submissions" showing a compilation of forms that have been ...Smart Form Submissions
Depending on the form permissions - This will determine who has access to the submission Form Submissions will display a list of forms that have been distributed for completion and their status. Navigate to the menu bar icon and click Smart Forms ...How to Complete and Submit Smart Form with Multiple Collaborators
When you have been invited as a collaborator to a smart form for completion, you will receive an email and there will be a link in the body that is a connection to the forms page in Commnia. Click on the link 'View form' to be taken to fill in the ...Delete a Smart Form
You are able to delete a form from the Forms template tab, so that users no longer have access to this form. 1. From Commnia main menu, click on Smart Forms and select Templates. 2. Click on the form you would like to remove and then click on Delete. ...How to Share and Grant Access to Smart Forms with your Team
You can share the forms you have created with your team members and grant them access to distribute via Commnia Inbox. Share and Grant Access Navigate to the menu bar icon and click Smart Forms under Quality + Safety. Select Templates and you will ...