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(blue star) Table of Contents

(question) Overview

Anonymous forms allows you to share a link to a form with someone who does not have a ShareVision user account so that they can fill in the form without having to login to your ShareVision site. You can either email the link to them or make the link to the form available to them (i.e. publish it on your website). When the link is selected, the form opens in a browser window and the form can be filled in and saved to your ShareVision site.

Note: The person filling in the form is not prompted to login in order to access and fill in the form. The Created field on any form that is filled in using this feature will be set to System Account instead of the name of a ShareVision user. 

(blue star) Use Case

Customers have used this add-on in the following scenarios:

  • Referral Form: Add a link to a Referral Form for their organization. Anyone who visits their website can fill in the form. If the referred client is accepted and registered into their organization, the referral form can be linked to the client's details in ShareVision. 

  • Employment Application Form: An organization adds a link to an employment application form on their website. The submitted application form can be reviewed by the hiring manager in ShareVision.

  • Activity Sign Up Form: A link to the Activity Sign Up Form is either emailed to a client or is added to the organization's website and the client can sign up for an activity using the anonymous form. The form can be linked to the client’s details in ShareVision. 

☑️ Requirements/Dependencies

  • Login with ShareVision Administrator permissions

  • Have created a form that you want allow to be filled in by people who do not have a ShareVision user account

Recommendation

If you are using this feature so that Clients you support can fill in the form using a link on your website or that you send to them via email, it is recommended that you add a column as a single line of text to the form to capture the Client's name.

We do not recommend including the Client column on the form as this will create a drop down list that will display all Clients on your ShareVision site to anyone that is completing the form.

Please be sure to review the information in the Additional Setup Information section at the bottom of this article prior to setting up an Anonymous Form on to learn more about the two methods your ShareVision site can be set up when using this feature. Each method supports linking an Anonymous Form to a Client after the form has been completed and submitted. 

\uD83D\uDCD8 Instructions

How to Access Forms

Once you have identified which form on your site that you would like to set up as an Anonymous form, you will need to edit the form.

  1. Login to ShareVision with a user account that has Site Administrator permissions

  2. Select (click on) your name in the upper right hand corner

  3. Select Site Administration on the menu that appears

  4. The Site Administration Home page will be displayed. Select Forms in the Site Content section:

  5. In the search bar at the top of the Forms window, search for the form. In this example, we will enter referral to search for Agency Referral form

  1. Select the three dots on the left side of the Agency Referral form that will be displayed in the search results

  2. Next, select Edit Form

  3. Select the arrow next to the Advanced Settings section to expand this section

  4. Check the box next to Allow this form to be accessed anonymously

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