Providing Bulk Form Access

This option allows users to be added to the For Info section in bulk. This is useful at the end of a project where another party may need to audit the forms that were generated during the project, without having to reactivate each of the forms individually.

Step by Step — Grant form access in bulk

Summary: Grant form access when multiple users need access to a form.

Considerations: If the form has restricted sections, you must have access to those sections to grant access to them.

  1. Select the forms and click Actions.

  2. In the Admin menu, select Provide bulk form access.

  3. Select the company from the drop-down menu.

  4. Select the contacts and click the arrow icon.

  5. Click Save. When granting access to forms in bulk, if the form contains restricted sections, you are prompted to grant access to these sections.

    Click Yes to grant access to the restricted sections. Click No to grant access to the form but not to the restricted section.