Sharing Forms

Form Filler lets you email a partially or fully filled form to someone outside your organization. The recipient gets a link where they can view the form, fill in any remaining fields, and submit it back; no account required.

How to Share a Form

1. Fill out the form with all the information you have.
2. Click Email Form in the toolbar.
3. Enter your name (as the sender) and the recipient's email address.
4. Click Send.

The recipient receives an email with a unique link to view and complete the form.

What the Recipient Sees

When the recipient opens the link, they see:

• The form image with all the values you pre-filled.
• Any empty fields they can type into.
• A Submit button to finalize and return the form.

After submitting, the form is saved as a completed document and attached to the linked entity's profile (if one was set); the recipient cannot submit the form a second time.

Copying the Share Link

After sending, you can also copy the share link directly. This is useful if you want to send the link through a different channel (text message, chat, etc.) instead of email.

Rate Limits

To prevent misuse, sharing has the following limits:

• 10 forms per hour per organization
• 3 forms per hour per recipient email address

If you hit a limit, wait a short time before sending again.

Important Notes

• Sharing creates a one-way copy. The recipient can only fill in and submit their version. They cannot edit the original template or see other records.
• All required fields must be filled before the form can be submitted by the recipient.
• The share link is unique and single-use. Once submitted, it can't be reused.
• Shared forms appear in your Filled Records list with a "Shared" status and the recipient's email address.