There will be times when you will want your users to share a form entry with a third party that is not a user on the account, such as a client.

This is precisely why we have the 'Share Options' tab on our Forms Settings page, which allows you to share the form automatically with the relevant person(s). There are three share options which are:

1. Share every entry automatically with selected users and/or email

2. Share an entry according to the user's selection from a list

3. Allow users to add an email address manually

Options 1 and 3 may both be suitable for this specific case, as option 2 allows sharing the form with users on the account only.

This setting automatically shares the entry with a pre-defined email address and is a good option if your client needs to be shared with every single entry of this form and you already have the client's email.

To activate this option, access the Forms feature through your left sidebar, click on the relevant form, click on Options on the top right of the screen, and then on Settings. Head over to the 'Share options' tab, scroll down to locate the 'Share every entry automatically with the following' option - and check it. Fill in the relevant email address then click on 'Confirm' - and you're all set!

This setting allows users to add an email address manually upon submitting the form, which will enable your users to type in any email that they want - in this specific case the client's, ensuring that they receive the entry. This option is great if the client needs to receive this form only once and/or you don't know the client's email and only receive it once arriving at the job.

To activate this option, access the Forms feature through your left sidebar, click on the relevant form, click on Options on the top right of the screen, and then on Settings. Head over to the 'Share options' tab, scroll down to locate the 'Allow users to add an email address manually' option - and check it. You also have the option to make adding an email a requirement. Click 'Confirm' on the bottom right and you're all set!

This is how it will look for the user when they complete the form:

Form Share Options

Starting Guide to Forms

Need more guidance? 🙋 Our LIVE support team (at the bottom right corner of your screen) replies to ANY question.