Best practices for sharing forms


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
    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!


    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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