Shared Forms
About Shared Forms
The Forms page allows viewing and adding Shared Forms.
To add new Shared Forms:
View previously entered Shared Forms.
To Edit, Delete, Copy Link to clipboard, or Email Link, select the Action icon .
Select ADD FORM.
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Select the Screen from the dropdown menu.
Enter an Access Password.
Select the Expiration Date.
Select the Shared With from the dropdown menu.
Enter any relevant Comments.
Select SAVE & COPY, SAVE & EMAIL, or SAVE.
Otherwise, select CANCEL to return to the previous screen.
Related Pages
Visit smartadvocate.com/support for other help options including how to access our Support Tracker and Daily Office Hours sessions.