✔ Available on all subscriptions
Instruction Guide
- Step 1: Navigate to “External Parties” then choose “Form Register”.
- Step 2: Click “Add New”
- Step 3: Select the form type.
- Step 4: Assign a reviewer.
- Step 5: Click “Customise Email, ” add a subject, and write the email.
- Step 3: Select the External Parties personnel you want to send the form to.
(Only personnel with Portal Access or Action-Only Access will appear in the selection list.) - Step 7: Check Form Preview and Tick Prefill Form (optional)
- Step 6: Click “Send “
If the External Parties Module is not visible in the menu, it means you do not have the required permissions.
Please contact your company’s System Administrator to request access