{"id":7085,"date":"2024-01-08T13:11:34","date_gmt":"2024-01-08T13:11:34","guid":{"rendered":"https:\/\/www.process.st\/help\/docs\/sharing-your-forms\/"},"modified":"2026-04-22T16:03:10","modified_gmt":"2026-04-22T16:03:10","slug":"sharing-your-forms","status":"publish","type":"ht_kb","link":"https:\/\/www.process.st\/help\/docs\/sharing-your-forms\/","title":{"rendered":"Sharing your Forms"},"content":{"rendered":"

You can share your forms with your internal and external teams via email, by setting form permissions, or by giving them a Form Share Link to respond to the form.<\/p>\n

Users: To create, edit, or share Forms, you must be an Administrator or a Builder<\/a> with \u201cedit\u201d permissions.<\/i><\/strong><\/em><\/p>\n

Form settings<\/h3>\n

Before you share your form internally or externally, you can choose whether your form can be filled anonymously or if a user needs to log in to their Process Street account before filling it out.<\/p>\n

Go to your form, click the Settings Cog<\/strong> in the top right corner, and select who can access your form, as shown below.<\/p>\n

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Share your form via email<\/h3>\n

Once you have edited and published your form, you can share it with your team by selecting specific users with whom you want to share it or by emailing it to people outside your organization.<\/p>\n

To do this, go to your form, click the Share<\/strong> button in the top right corner, and select Send Link<\/strong>. Select the users in your team or type the email addresses of the people with whom you want to share the form and click Send<\/strong>.<\/p>\n

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Form permissions<\/h3>\n

Share your form with your internal team by setting a permission level for each person. The available levels depend on the person\u2019s role in your organization.<\/p>\n

Admins and Builders<\/strong> can be assigned any of these permission levels:<\/p>\n