In this guide, we'll explore two simple methods to share forms with potential clients even before they gain portal access.


Note: This feature is only available for forms shared on the landing page.


  1. Sharing from the Form Launcher
    The first method involves sharing the category. Kindly note that all forms within the category will be included in the shared content. Here's a step-by-step guide:
    • From the landing page, click Forms.
    • Share the URL link of the category containing all the forms with potential clients via your preferred communication channel (email, messaging apps, etc.).

  2. Sharing from the Form Modal
    The second method involves sharing a specific form. Here's how you can do it:
    • Navigate to the landing page, click forms, and then choose a category.
    • Select the specific form and copy the link and share it with potential clients through your preferred communication channels.