A public form link is useful when a customer, subcontractor or visitor needs to submit information without joining your workspace.
- 01
Open the form
Choose the approved form from the Forms area in the web portal.
- 02
Open sharing options
Select the option to share or publish the form online.
- 03
Create the public URL
Enable Generate URL while assigning the form. You can also choose password protection, show the Save button and request completion notifications.
- 04
Test the form
Open the link in a private browser window and confirm the questions, required fields and submission action work correctly.
- 05
Share and monitor
Send the link to the intended people and review incoming submissions in SiteSurvey.
Good to know
- ✓Do not request sensitive information unless the form and sharing process are suitable for it.
- ✓Disable or replace the public link when it is no longer needed.
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