Add collaborators to the form to work on it and manage the results together.
You can change collaboration settings in 'Set Form' at the bottom of the form creation screen.
Add collaborators
You can add collaborators to your form.
Members added as collaborators can jointly edit forms, send response requests, and view, share, and download the form results.
However, a collaborator cannot delete a form, another collaborator, or change the name of a form creator.
Mobile
- Under 'Set Form', tap 'Collaboration' and then enable 'Collaborate'.
- Tap 'Collaborators'.
- Find or search for a team name or member's name in Contacts.
- Tap the member or team name and then 'OK’.
When deleting a specific member among collaborators, tap
. - Tap
at the top left.
PC Web
- In 'Set Form', click 'Collaboration' and then open 'Collaborate'.
- Click 'Collaborators'.
- Search for members directly by team name or member's name, or find and add them from Contacts.
- When searching for a contact: Search for and click the member or team name.
- When adding from Contacts: Click the Contacts icon right to the search bar. Select the member or team name, and then click 'OK' to specify.
- When deleting a specific member among collaborators, click in 'Collaborators' page.
- Click at the top.
You can add up to 20 collaborators.
Send a collaboration link
You can send a form collaboration link to collaborators.
Clicking the link will take you to the form's 'Summary' screen.
Mobile
- In 'Set Form', tap 'Collaboration' and then 'Send Collaboration Link' at the bottom.
- Select 'Send as service notification' or 'Copy collaboration link'.
- Send as service notification: Send all collaborators a link to 'Summary'.
- Copy collaboration link: Copy the link to 'Summary' and forward it directly.
PC Web
- In 'Set Form', click 'Collaboration' and then tap 'Send Collaboration Link' at the bottom.
- Select 'Send as service notification' or 'Copy collaboration link'. Then click 'OK'.
- Send as service notification: Send all collaborators a link to 'Summary'.
- Copy collaboration link: Copy the link to 'Summary' and forward it directly.