Share and Unshare Forms

Anjali Kapadia — Fri, 15 Sep 2023 12:32:55 +0000

You can now share and unshare access to the forms for any agent just as you do in google docs.

To view enhancement:

Navigate to Forms
Click on 3 dots icon

Click on Share

Select the agent names and click on Share to share the form

To unshare, select the agent name, select remove access from the drop-down and click Remove Access.

The post Share and Unshare Forms appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

How to Share Form template?

InsuredMine — Fri, 05 Feb 2021 09:19:52 +0000

In this article, you will learn:

Now you can share the form templates from the form list only.

Navigate to forms
Click on the form list

Select the form template that you want to share.
Navigate right to click on 3 dot icon
Click on the share icon.

A panel from the right will open with the name of the agents.
Select the agents and click to share.

The users receive an email notification regarding the Custom Form shared. A sample image has been shown below:

Enhancement: January 2021

Previously shared feature in forms

Now, you will get to see the agent’s name with whom you have previously shared the forms. To view this enhancement:

Navigate to forms
Click on the forms list

Navigate the cursor to the particular form and click on the share icon under the action section In the agents’ list under the share form, you can find previously shared tags beside the agent’s name with whom the form has already been shared.

New UI Design for the Form module

The post How to Share Form template? appeared first on InsuredMine CRM | Optimize and Grow Your Insurance Agency.

share form Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency

Share and Unshare Forms

How to Share Form template?

In this article, you will learn:

Previously shared feature in forms