02. Sharing a Form and Submitted Forms

Sharing Forms is now possible with PlanStreet, in this document we will help you understand how we can share forms.

 

1.   Click on Forms icon from the left navigation bar and it will take you to Form Builder page.

2.   Select My Forms by clicking on it. My forms will show you the list of all the forms created in the system. 

 

Select any form by simple clicking on it. After selecting the form you will find 4 buttons on top right corner of the form. 

• Pre-Filled: With this option you can pre fill the form before sharing it with the clients.
• Share: With this option you can share the forms via email or share directly with clients and they will show on client portal.
• Edit: By clicking this option it will take you to form editing mode from where you can edit form and components.
• Delete: This option will allow you to delete any form.

 

3.   Click on Share button and you will find the following;

• Send Via Email
• Get Shareable Link
• Share with Client

 

Send Via Email:

1.   Click on the Share button and select the option 'Send via Email'. It will open a new window to write details where you want to send the email.

• Client: If the Client is already existing in the system then you can enter the name of the client in the Clients Tab. The system will automatically take the data for the client and send an email to them. If you already enter a client data you can leave the 'Other Address' field empty.
• Other Address: If it is a new person who's data is not available in the system, then click on Other Address and enter their email address.
• Forms: In this tab you can attach all the forms you want to send to the person.
• Linked Case: If the client is already existing in the system you can select the relevant case so that the submitted document will go directly in the relevant case.

 

2.   Fill in all the information and click on Send. It will send an email to the client. 

 

You will receive an email on the email id you mentioned on your case.

 

3.   Click on the email and you will find a link for the form. Click on the link and you will be directed to the form page. Fill in the form and submit it.

 

 

4.   Once the form is open you need to provide information about yourself which is Name, Email and Contact details. After filling in the information click Next. You will not be able to enter any data in the form unless you complete this task.

 

5.   Under the Info Section you will find the original form. Fill the form accordingly and click the submit button at the bottom of the form.

Submit button will send you a confirmation that the form is saved and also it will send the case manager and the client a copy of the filled form.

 

 

You will find the filled form copy in your email. 

 

Get Shareable Link:

 

1.   Click on the Share button and select the option 'Get Shareable Link'. It will open a new window with the public link of this form.

 

2.   Shareable Link will be displayed. Click on copy link to clipboard to copy the link.

 

3.   Paste the copied link in any browser to open the Form. You do not need a log in access to open this public link. 

 

4.   Once the form is open you need to provide certain information about yourself which is Name, Email and Contact details.

 

 

5.   Under the Info Section you will find the original form. Fill the form accordingly and click the submit button at the bottom of the form.

Submit button will send you a confirmation that the form is saved and also it will send the case manager and the client a copy of the filled form.

 

 

 

Share with Client:

 

1.   By clicking on this option will share your form with your clients. All the shared with client forms will be available on the client portal.

 

 

Submitted Forms Location:

 

All the forms which were submitted by the clients goes to PlanStreet documents section. 

1.   Click on Documents icon from the left navigation bar. It will take you to the documents main page. Here you will find all the documents uploaded or submitted from client.

2.   All the submitted forms documents comes under my drive section.