Best practices for sharing forms

Anne Reynolds

What are your organization's best practices for sharing forms? I understand that you can create a link to a form. How have people generally shared that link? I hate to put it in an email where it might be discarded or lost. It would be nice to be able to post it on a collaboration site, but you can't always directly add links (for example, Google docs doesn't allow you to add links directly. You have to embed them in a document.)

How has your organization used links to make forms available to everyone who needs to access them?

Andrée Starå

Hi @Anne Reynolds

I hope you're well and safe!

In my client solutions, I usually,

• Add it to a Dashboard/Portal
• Add it to a reference sheet where all useful links are collected
• Shortcuts on their smartphones or desktop computers.

Would any of those options work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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