Form Section Assignees

When creating or editing a form template, you can toggle on Section assignees. This lets you assign each section to a company, role, or member.

Once toggled on, each section will have an Assignee field. Click into the field to select a company, member, or role from the drop-down menu.

After a form is created, section assignees will receive notifications that there are sections assigned to them in a new form. Assignees can view the entire form. However, they can only edit and submit the sections assigned to them.

Sections assigned to them will appear with a You label in the left panel.

Section assignees can also be changed while a form is in progress. Any member assigned to the section or a form template manager can make changes. A section can be reassigned to any editors on the form. Click the next to the Assigned to field.