Sharing a Form With Other Users

There are two different ways to share a form with another user. One entails sharing the form with another FormConnect user so they can fill it out and the other entails viewing the form as a receipt.

Share a form with another iPad/FormConnect user.

1. Tap on the “Share” icon.  It’s the one with the arrow on top of the envelope.

2. Select “Form Only”  and then “Export”.

3. Choose FMC file format.

4. Choose Email or Dropbox

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To import the form, do the following:

1. Open the Mail or Dropbox app.

2. Tap on the attached file.

3. Select Open In – FormConnect

Note: You might also want to lock the form so nobody but yourself can edit it.

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Sharing a completed form as a receipt.

1. Tap on the “Share” icon.  It’s the one with the arrow on top of the envelope.

2. Check the record to export.

3. Choose PDF file format.

4. Choose Email.

Export Form 2Export to PDF

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