Transferring a Form to Another App User

How to transfer a form to another app user

A form can be saved and transferred to another mobile app user to complete. This can be useful when you have a supervisor who must complete a form prior to submitting, or if a user has to leave a site and another user must complete the work.

User 1 must first save the form. In the Saved/received forms list, User 1 can swipe right on the saved form. The Transfer to another user button appears.

Click it and select the username for User 2. Confirm the transfer. The form is transferred to User 2, who will receive a notification that a form was transferred to them. The transferred form appears in the Saved forms list to open and complete.