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Sending forms to external parties by email

External PartiesFor adminsVerified 16 Sep 20261 min

Sending a form

  1. Open the form template and select Send by Email.
  2. Choose recipients, reviewers, and any fields to pre-fill.
  3. Set whether the form should auto-close after submission.
  4. Send.

The recipient completes it via a link with no Teammate account required.

Walkthrough video

Every step above, performed once in a demo organisation.

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