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Send a form to your team

Overview: After a packet (with one or multiple forms) is created, learn how to send it to all users. In this guide, learn how to assign a packet. 

Assign a packet

After creating a packet, learn how to assign it to student-athletes or other users.

1. Start in your Coach portal.

2. Navigate to "SprySign".

3. At the top of the Home screen, select "Packets".

Packets.png

4. Locate the form you wish to assign.

Locate.png

5. Select the "Assign" button. Alternatively, selecting the 3 dots on the right side of the screen, you will see the option to "Send".

Assign form.png

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5. After clicking "Send", you will be directed to the Send Packet screen.

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6. First, select recipients. 

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7. Next, set form visibility. This step will allow other users to see the form submissions. Pro tip: If you are a coach, choose other coaches who should have visibility into the responses for this packet.

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8. Next, choose whether to send notifications to the recipients. This will send both email and push (mobile app) notifications.

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9. Then, choose whether to set auto reminders for the recipients. This will send them another email and push notification if they don't complete the form.

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10. Add an optional message that your recipient will receive when being notified to complete the packet. 

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11. When finished, click the "Assign" button in the bottom right corner.

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12. You will receive a notification indicating that the packet has been sent successfully. 

13. Navigate to the "Sent" tab in your SprySign portal to view all sent packets and begin tracking submissions. 

Sent Tab.png

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