Allowing Others to Edit Your Form

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When you create a new form, it is only visible and editable by the user who created it. However, you may want to allow other people to edit your form.

 

Once a form is shared, it will be moved from the Private top level node of the tree to the Shared top level node. Within the Shared node are the names of any users who have shared forms. A shared form will be moved into the tree node with the name of its creator. A shared form can be returned to the Private node by clicking the Unshare button.

 

To do this, we first need to share the form.

 

Document Icon

1.Go to the Forms Dashboard.
2.Select the form from the Private Forms node in the Edit Forms tree or the Recently Edited list in the detail area.

Private Section and Share Button

3.Click Share. The form has now been moved to the Shared Forms section within the tree list.
4.Expand the Shared Forms node, located below the Private Forms node, and you will see your user name there.

 

Access the Granting Form Permissions to learn about granting specific permissions to users.

Updated: 06/12/2011  Page url: http://www.perfectforms.com/Documentation/manual/html/?allowing_others_to_edit_your_f.htm
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