How to share applications
This section describes how to share an application.
You can share a request with users who are not in the approval path.
Shared users can only view, but not approve or edit the application.
Table of contents
1.Setting when an application form is published (Share all applications)
2.Sharing from the application/approval list after the application is submitted (Sharing individual applications)
3.Registering Co-owners
There are two ways to share.
There are two ways to share.
(1) Register a co-owner when creating an application form (Share all applications).
(2) Adding a co-owner from the application/approval list (individual application sharing).
1. Share when the application form is opened (Share all applications)
(1) When you create an application form, you can register a co-owner.
If you set up sharing on the application form, all applications that you have shared will be shared.
2. Share from the application/approval list (individual application sharing).
(2)Register a co-owner from the application/approval list.
You can share from "In Progress", "Complete", or "Approve/Reject" in the application/approval list on the dashboard.
If you share an application from the "Apply/Approve" page, only the application that you shared will be shared.
3. Register co-owners.
That's all.
Thank you for reading to the end.
Related Keywords 👀
SmartFlow, application sharing, how to share
If you have any questions about the settings, please contact us at support@smartflowhelp.zendesk.com.
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