How to Assign a Form that was Shared by a Different Department

If Department functionality is enabled, forms can be shared from one Department to another. Once shared, forms are NOT automatically assigned to users in the new Department as each Department may have its own set of users.

To assign a shared form to your Department users, follow these steps:

1. Click the Quick Links button in-line with the form you would like to assign and select the Assign option.

   

2. Check all Department users that require access to the form, then click Update.

If a Department user has been assigned a form in multiple departments, the user will be asked to select the Department to submit to prior to uploading the completed submission.