Set form visibility and automatic form reminders

Overview: As an Admin, you can set form visibility and automatic reminders when sending a form. 

  1. Navigate to Paperwork. 
  2. Select the form you wish to send.
  3. After selecting the recipients, select "Next". 
  4. Here, you will be able to set "Form Visibility" permissions. This allows other users to see the details of form responses. For example, an Admin who is sending the form can allow another admin user to view the form responses. 
  5. Next, under "Auto Reminder", select the amount of days before reminding a recipient to complete the form.
  6. Then, for "Reminder frequency", you can select how often you'd like a recipient to be reminded to complete the form. 
  7. When finished, click "Send".
  8. Now, recipients will be automatically notified to complete a form based on the frequency you've selected. Additionally, any user you've selected in form visibility will be able to see and review form responses. 

See Admin use case pictured below:


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