Transfer & share forms with the shared group
You want to transfer and share form templates with another Kizeo Forms account, be it a transfer or the creation of a common library? This is possible! You need to create what we call a shared group. This tutorial will explain how to do it.
First of all, in order to create your shared group, you must send us an email via the email address of one of your account administrators and copy(cc) account administrators who will join your shared group. You must also provide us your company code and codes of the other accounts. For security reasons, they will have to do the same.
Once this step is done, you will be able to transfer forms among you and also create a common form library.
A shared group allows the mutual transfer of copies of forms between separate company accounts attached to this group. In other words, the administrator of the account A can, at any time, transfer a form to the account B, present in its shared group.
A copy of the form will now be found in the list of forms in the recipient Account.
By default there is only one group administrator on each account. But, if you want other profiles to have this feature as well, you have to ask this by e-mail.
Notes:
You have probably already heard about your account library, which allows you to share forms with the various group leaders and administrators in your account.
The creation of a shared group means the creation of a new library: a group library. This library allows you to share a form template with the different group leaders and administrators of each business account in your group.
This form is now available in the group library and available to the different group leaders and administrators of each business account in your group.
Notes:
Feel free to comment this article!
We would be glad to hear any question, comment or suggestion you may have !
Post a comment