Form Level Access

Access rules per Form are as follows: 

  • Users who have Department/Company access to Forms can view forms assigned to any users in their company.

  • The Initiator is the creator of the Form.

  • The Receiver is any user in the For Action or For Info distribution list on the Form.

  • For Info is used for participants that are not required to fill in a particular section.

  • User with For Action access to a Section can specify reviewers or delegate by clicking on the Manage Reviewers link from the Review window.