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Part 1 of 3 of the Sharing Form Process - Setting up and Sharing a form with another Surety subscriber

The ability to share forms across different company accounts can be very beneficial to a business. One example of the use of this would be an Applicator linking their application form with the Coop or Grower's Surety account for them to fill in the field and product information. This will ensure accuracy of the correct field since it is being located and filled out directly by the party that requested the form. Another benefit would be the Coop or Grower knowing the status of the work-order without having to call the applicator.

On this page we go through the First Step of a Surety Pro Admin from one company sharing their form with another company's Surety or Surety Pro account. This step involves using the built in Form Sharing Wizard to setup the shared form feature. Once a form is successfully saved, then the Shared Forms manager can be used to manage all of the shared forms. 



While the Shared Forms manager(Part 3) can also be used to setup a new shared form, it lacks some of the options that the wizard method offers. 

Link accounts and share forms 

Surety Pro admins start by hovering over the Admin tab in the Surety menu bar

Click on Invite Users

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Select Guest User and click next.

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Select a client. Whatever client is chosen will be where the forms that are shared are saved under.

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To setup a new client click on the Edit Clients link. See Also: Creating, Editing, and Deleting Clients in Surety® Pro

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Click Next

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Choose the report(s) or form(s) that this remote user should have access to. What is selected here will show up underneath the regular list of reports and forms in the recipients account.

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Click next.

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Here you can decide on whether or not this form can be saved back to your account.

The first selection "Guest Users can save shared forms to my account." allows the Account that generates the form to be able to save the form back to your account to appear under that client that you have already selected.

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The other option: "Guest users cannot save to my account but can save to their own Surety Pro Account." will not give the functionality of directly saving the form to your account. If they are a Surety user, they can still save a pdf, print, and email the form like any other available form. If they are a Surety Pro account they would be able to save the form to their own account.

The benefit of this to the customer is that they are able to use your list data such as product information, crop names, or any account numbers, or any other custom lists that are setup.

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Click Next

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If you would like the invitation to be from a different email other than the address on the account, then you can change the from email. You must add a recipient email to send the invitation to. Click Add Guest Email.

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Add a To Email: and then click add.

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You can send a single invitation to multiple emails at once. When you are done adding addresses to the list, close out of the Add Guest Email window with the X button

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The added emails will appear in order to review before sending.

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If you need to delete one, click the trash can icon next to it.

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Click Next

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You will then get a message that reads the message was sent successfully. Click ok.

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An instructional page opens up and describes what is sent and the steps from this point on.

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The recipient then opens up the email that was sent to them from the "From Address" that was entered earlier. Like the confirmation message reads, an email will be sent to the from email summarizing the emails that were sent.

Make sure you check the Junk Email folder if the message does not show up in the inbox.

Click on the link or copy and paste it into web browser address bar.

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The link will open the AgriData home page. Have the recipient login to their account.

Now this account can generate the custom form.

The forms that you have shared now appear underneath the normal list of forms in the right hand panel. They will have the name of the account that shared the form followed by the form name itself. This is to help differentiate them from the forms in the normal list.

Part 2 of the Form Sharing Process - Saving and Viewing Shared Forms (Form Sender and Form Recipient)

Part 3 - The Surety Pro admin sharing the form, can track and manage all of the shared forms from their account with the Shared Forms Manager in the admin menu

See also:

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