How Do I Share Forms with Users via Email?

Users can share forms by email with other staff members either individually or in groups using Kipu Compliance.

There are two ways to do this:

Sharing a Form from the Form Results Page

1. Click the Search icon in the top right corner.
2. Begin typing the name of the form in the Find in Kipu Compliance window and select the correct option in the drop-down
3. Locate the desired form on the list and click on the arrow icon on the right.
   
4. From the drop-down, click Share.
   
5. The Share Forms pop-up will open, allowing you to specify the following:
   
   • Users: Select one or more users to receive this form individually.
   • Roles: Select one or more roles. All users with the chosen role(s) will receive the form.
   • Send Via: The message will be shared via email.
   • Message: Enter a message to be sent along with the form.
6. Click the Share Forms button to send the form.

Sharing from the Form Directly

Follow these steps to share a form with users from the form itself.

1. Navigate to the form you want to edit and click on the Share button on the top right corner.
   
2. The Share Forms pop-up will open, allowing you to specify the following:
   
   • Users: Select one or more users individually to receive this form.
   • Roles: Select one or more Roles. All users with the role will receive the form.
   • Send Via: The message will be shared via Email
   • Message: Enter a Message to be sent along with the form.
3. Click the Share Forms button to send the form.