What happens when you have an Order Form that needs a customer's signature for processing but they are not accessible in person? What do you do when you have an incomplete Timesheet from an employee who forgot to include their overtime for Saturday and you need to get that form back to them? Have you ever had to halt your business because of incomplete forms that need to 'go backward' in your pipeline to be finished correctly?
One of the many features that come with a paid subscription to GoFormz is the ability to share your forms (and templates) with users outside of your account. You call it amazing...we call it Public Share.
Public Share has two key components:
- Publicly sharing your templates as blank forms ready for use.
- Publicly sharing existing draft forms to continue/finish working on.
With Public Share, you are able to create links to your templates and draft forms that you can then email out to external users. These external users can open the links in a web browser and work in your actual form as though they were working right in GoFormz!
To Public Share your template, you need to first access the Templates tab within your account. On the right hand side you will see an icon like the one below, for each of your templates. Click on this icon to open the Public Share window:
Next, click on "New Public Share" to create a new link that you can then copy/paste right into an email:
You will notice a link appear within the Public Share window. This indicates that your Public Share link is now active and is ready to send. You can opt to use the "Email Link" directly within GoFormz, or copy/paste your link right into your own personal email.
To Public Share an existing draft form, go to the Forms tab within your account. Following the same steps as above, locate your draft form and click on the same Public Share icon on the right side of the screen and click on "New Public Share" to create the link.
It is important to note that by default, when using Public Share through a template, all fields are editable within the form as though it's a new blank form. However, when using Public Share through an existing draft form, none of the fields are editable and the Public Share link must be customized to enable the specific fields within the form that need to be edited.
To customize a Public Share link after it has been created, locate the three sections under Public Share Created Date/Time:
These three sections allow you to tailor the Public Share link to your specific needs for that link.
- "0 fields are editable" - Allows you to "check" which fields you want to have editable.
- "Enabled" - Allows you to activate or deactivate the Public Share link as needed.
- "Never Expires" - Allows you to set a date/time when your link will expire and become deactivated automatically.