Overview

Form Distribution allows you to set the distribution settings on forms for a specific account. Instead of needing to login to the account and manually change the distribution on each form individually, the form distribution allows you to make these changes all at once from the program manager.


Getting There

Locate the account to edit and click on the account name. Click the Settings tab in the middle-right portion of the page.



Select Form Distribution in the left hand column.



 

Setting the Default Form Distribution

Changing the default form distribution allows you to choose the form distribution settings that will automatically be set when the form is added to the account.


Select Set Default Form Distribution.


Use the available options to determine who is assigned the form, if any email addresses should receive a copy of the notification, and who the task is assigned to.


If you would like to override all previous form distribution settings, select Yes under Would you like to push these default changes out to every existing form? If you want the changes to only affect future forms, select No.


 

 

Edit Individual Form Distribution

Check the box for the form(s) you want to edit and click Edit form distribution.


Use the available options to determine who is assigned the form, whether an email is sent, if any email addresses should receive a copy of the notification, and who receives the task. Click Save when done.