Forms can be distributed in different ways. Here are the most common options to share your form from Lennd.

Each form has its own unique link. You can get the link

Copy Share Link - open Forms and click "Options" when hovering over a form. Click "Copy share link" from the pop-out menu. This will copy the link which can be pasted in a document, on your website, etc.

Edit - Share - Open a form and click "Share" from the top menu. The link will be displayed and can be copied, emailed, or assigned from this page.

Forms can be added to portals by assigning them to group types or individual groups. This is an efficient way to share a large number of forms and have them all in one place for your groups to review and complete their tasks.

Here is how to add a form to a portal:

Go to Forms - Edit - Share - Assign

You can assign to all groups in a group type or pick individual groups. You can also set custom due dates for a group or group type to complete the form by.

Go to CRM - Groups or People

Select the contacts you want to assign the form to

Click Assign - Forms

Select the forms you want to assign and click Save.

Here is how to email your form.

Go to Forms - Edit - Share - Link

Click "Send Form." A window will open where you can enter email addresses and compose a quick message.

From the CRM

Go to CRM - Groups or People

Select the contacts you want to assign the form to

Click Send - Emails

In the email setup screen, you can insert a link to the form as a merge tag. Click the "Merge Tags" button above the email editor, then navigate to Forms and select the form. It will insert a link that displays with the form name in the sent email.

Go to Forms - Edit - Share - Link

Copy the link

Enter it into your email system