Share your forms with third parties so that they can fill in the necessary information themselves
Thanks to this functionality, you can share forms so that the people involved in a document can fill in the different parts of it independently.
You can share the form through a link that you can customise before sending it. You can send as many links as you want to as many recipients as you wish, each of whom will have the access rights you grant them to each part of the form.
How to share a form
To share a form, follow the steps below:
When you click on ‘Share’, a right-side panel with the following information will be displayed:
1. Send or generate a link
- If you select ‘Send link’, you will be able to enter the email address of the person you want to send the link to, and it will be sent directly to them.
- If you select ‘Generate link’, the link will be generated so that you can share the form through the channel of your choice.
2. Blocks and their visibility
- On the left, you will see the different blocks that compose the form.
- On the right, you can select the visibility you want to give to each block: whether they will be editable, visible for consultation or hidden for the recipient.
3. Advanced options
Click on ‘Advanced options’ to customise:
- Language: Select the language in which you want the recipient to receive the form and platform notifications. If you do not select any, the automatic language that the recipient has set in their browser will be used by default. You can also use the drop-down menu to select English, Spanish, French or Italian.
- Additional text: provide a message next to the form that the recipient will receive, such as a help text, instructions or the message of your choice.
How to complete the form once you have received the link
To complete the form, the recipient must access it either through the email or the link they have received. Once inside, they will be able to access the different blocks depending on the visibility given to them by the sender, so that they can edit them, view them or hide them.
→ In this example, the recipients can fill in their data in this first block that has been marked as editable by filling in the text fields of the form. At the top right, the additional information provided by the sender is displayed.
If you click on ‘Next’, you will go to the next block.
→ In this example, the second block is visible to the recipients, but they cannot edit the fields. Once you have finished viewing the information, you must click on ‘Finish’ to send the information to the sender.
When the recipient of the form completes and finalises it, the sender will receive an email notification indicating the form's completion.