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.
For instructions on sharing forms with team members in the Team Plan, click here.
Sharing a Form
- Go to your My Practice > Forms & Waivers section
- Click the More Options button (3 dots) next to the form and select Manage sharing from the options provided:
- Click the Share Access Code tab
- Accept the guidelines presented and enable the Share access code toggle:
- An access code will be generated for your form, which you can then share with your colleagues. Copy the access code and instructions at the bottom of the popup:
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 Manage sharing from the options provided. Disable the Share access code toggle on the Share Access Code tab.
Accessing a Shared Form
To access a form shared by a colleague:
- Go to My Practice > Forms & Waivers.
- Click the Create from template button. This will open the Template Library.
- Click the Unlock template button.
- Enter the access code for the Form and click Submit.
- You'll see the unlocked template at the top of the available templates.
- Click View to review the contents of the form template.
- Click Add to save the template to your portal's Forms.
Please thoroughly review any forms before sharing them with clients to ensure they match your practice settings.