InsuredMine CRM | Optimize and Grow Your Insurance Agency

Remove shared form handling similar to email templates

With this update, when a user shares a form with other agents, those agents now have the ability to remove the form from their accounts without permanently deleting it. This means that only the original form creator retains the privilege of deleting the form entirely.

Use Case: Simplifies form management and ensures that forms shared among agents can be easily controlled without the risk of permanent deletion.


  1. Navigate to the Forms Module.
  2. Locate the form you wish to manage.
  3. Click on the three dots menu icon.
  4. Select the “Delete” option.

Note: Forms created by the user can still be deleted by the user.

Note: Forms shared with the user by other agents cannot be deleted; instead, they can only be removed from the user’s forms list.

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