Sharing Forms with Colleagues

If you've built a form using our Form Builder, you can easily share it with your colleagues so they can incorporate it into their own workflows. When a colleague accesses the shared form, we'll create a snapshot of it at that point in time and save it to their records. Modifications made to their copy will not be reflected in your version.

Your colleagues will not be able to re-share the form with other practitioners. Forms created from our pre-built templates cannot be shared with others.

Sharing a Form

1) Go to your My Practice > Forms & Waivers section

2) Click the More Options Button (3 dots) next to the form and select Share with colleagues from the options provided.

3) Accept the guidelines presented in the prompt and click Share to continue.

4) An access code will be generated for your form which you can then share with your colleagues. Click Copy to copy the code and instructions:

You can identify currently shared forms by looking for the Shared tag beside the last modified date:

Unsharing a Form

You can unshare a form at any time by clicking the More Options Button (3 dots) next to the form and select Unshare form from the options provided.

Accessing a Shared Form

To access a form shared by a colleague, go to your My Practice > Forms & Waivers section, then click the Fast Action button in the bottom-right corner. Select Create from template:

From the popup, click the Unlock templates button in the bottom-left corner:

Enter the access code you received from your colleague, then click Submit:

The shared form will be displayed at the top of the list:

Select the form to edit and save it to your account.