Assign a Form to a User Group

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Before a user can complete submissions, they need to have the relevant form assigned to them.

Assigning a Form to a User Group

If you’re using group functionality to keep your users and forms organize, you may need to add the form to the entire group.

  1. Navigate to the Groups tab under the Account, or Department, drop down in the left navigation.
  2. Select the name of the group you want to assign forms to.
  3. Select the Manage Forms button. Groups_Group Forms.png
  4. Select the forms you want to assign to that group.
  5. Determine if you want to send the user notifications about their form assignments.
  6. Save.Groups_Manage_Forms.png

Note

This is a different concept than the collaborative Assignments feature. Please visit the Help Center article, "Start Using Assignments" to learn more about this flexible handoff feature for mobile users.

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