unshare form Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Wed, 11 Oct 2023 10:05:24 +0000 en-US hourly 1 https://wordpress.org/?v=7.1.3 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico unshare form Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Share and Unshare Forms https://www.insuredmine.com/knowledge-base/share-and-unshare-forms/ Fri, 15 Sep 2023 12:32:55 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=22657 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 /*! elementor – v3.14.0 – 14-06-2023 */ .elementor-widget-image{text-align:center}.elementor-widget-image a{display:inline-block}.elementor-widget-image a img[src$=”.svg”]{width:48px}.elementor-widget-image img{vertical-align:middle;display:inline-block} Click on Share Select the agent names and click on Share to […]

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

]]>

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.

]]>