You can share your records or forms with other users by granting permissions at the folder level.
When you share a folder (either forms or records) the user will have permission to edit, update and delete the forms or records within the folder.
If you want to create a shared folder for your staff to maintain (edit) your forms do the following.
- Go to https://create.zumeforms.com/User/YourForms
- Add a folder
- Hover over the new folder and click ‘Permissions’
- Click ‘Add Permsssion”
- Enter the name of the user you want to give access to
- Click save
Selecting where records will be saved
When designing a form you can select the folder where the records will be saved. To set the save location, open the form in the form builder, click “Save” from the form menu, then click “Select Folder”. When a user submits the form or generates the document, the record will be saved to the selected folder.