Shared Forms

About Shared Forms

The Forms page allows viewing and adding Shared Forms.

To add new Shared Forms:

  1. View previously entered Shared Forms.

  2. To Edit, Delete, Copy Link to clipboard, or Email Link, select the Action icon .

  3. Select ADD FORM.

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  4. Select the Screen from the dropdown menu.

  5. Enter an Access Password.

  6. Select the Expiration Date.

  7. Select the Shared With from the dropdown menu.

  8. Enter any relevant Comments.

  9. Select SAVE & COPY, SAVE & EMAIL, or SAVE.

  10. Otherwise, select CANCEL to return to the previous screen.

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Related Pages

Visit smartadvocate.com/support for other help options including how to access our Support Tracker and Daily Office Hours sessions.