Team Plan – Share Edit Permission

General Introduction

Select a Mode

Mode 1: Create Approval Workflow Only

1.1 Add Static & Dynamic Recipients

1.2 Set Multi-level Workflow

1.3 Set Conditions for Recipient

1.4 Add Form Respondent

1.5 Request Response Edit

1.6 Check Tracking Report

1.7 Add & Use Recipient Group

Mode 2 & 3: Generate & Send PDF/document only

2.1 How to generate PDF/document

2.2 Common file template errors

2.3 Send PDF/documents to recipients

2.4 Send PDF/documents to respondents

Mode 4: Combine All Modes

3.1 Combine Modes – Setup File Template

3.2 Combine Modes – Add recipients

Email Settings & Features:

4.1 Options for Sending Final Email

4.2 Enable/Disable Sheets Report on Final Email

4.3 Show File Attachment Link On Emails

4.4 Resend Email to Recipient & Edit Recipient Email

4.5 Customize Email Template

4.6 Dynamic Fields of Custom Email Template

Team Plan:

5.1 Add/Remove Users 

5.2 Share Edit Permission

Additional Features: 

6.1 Set Reminder & Auto Approve/Reject

6.2 Resend All Pending Requests

6.3 Manage Forms in Dashboard

6.4 Unique Request Number

6.5 Approval Link Authentication

6.6 Transfer Forms Data

6.7 Transfer Paid Plan To Other User

Quotas & Billing

Refund Policy

We’re happy to introduce the most wanted feature: Share Edit Permission. When you share a form with Edit permission, members of the Team you share with can edit the form on their own. Any updates they make sync with the shared form, so everyone with access to the form is up to date.

Let’s take a look at how to use this feature.

Step 1: Create a form by one of the members of the Team.

Step 2: Add other members as editors to the form access.

Step 3: Turn on the “Share Edit Permission“. Then click “Save”. Now other members of the Team can edit the form on their own. You can enable or disable this feature anytime

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