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Sharing a form as a template

Sharing forms allows an organization to provide a copy of one or more forms to another organization or user without the need to grant that user access to that organization’s data.  By providing another organization or user a link, that user may view all available shared forms with or without logging into Cognito Forms.

To share a form:

  • Select the desired form from your form listing on the homepage in order to view the form in the builder.

  • If not already selected, click on the form title to display the Form Settings pane on the left. Check the box next to “Share As Template?” in order to obtain the share link. Save the form.

Share as template under form settings

  • Copy the share link (either by right-clicking on the link and selecting “Copy” or by clicking on the link and pressing Control-C) and send the link to another user (via e-mail, IM, etc.) in order to allow that user to make a copy of the form.
  • When the invited user clicks on the link, they will see your shared forms with the specific form appearing in a preview window.

Previewing a shared form

At this point, the invited user may click “Try It Now!” in order to open a copy of the shared form in the Cognito Forms builder, or “Close” to see other forms that have been shared by your organization.

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