Properties

  • Select the Properties option from the context menu.

  • The Properties window appears with four options:

Properties

Properties: Displays basic details about the Form creation.

  • Click the Browse option to upload an image.

  • Click the Save option to save the update.

  • A message appears to assure about the update.

  • The image gets updated to the form.

Share with User

The Form gets shared with the selected User by using the Share with User option.

  • Select the Share with User option using the Properties window.

  • Search for the specific user(s) using the Search bar.

  • Select a user or multiple users by using a checkbox in the given box.

  • Click the Save option.

  • A success message appears stating that the document privilege has been updated.

  • The Form gets shared with the selected user(s).

Share with Group

The Form gets shared with the selected User Group by selecting the Share with Group option.

  • Select the Share with Group option using the Properties window.

  • Search for the specific user group(s) using the Search bar.

  • Select a user group or multiple user groups and move to the space given on the right side.

  • Click the Save option.

  • A success message appears stating that the document privilege has been updated.

  • The Form gets shared with the selected user group(s).

Exclude the User

The Selected User gets excluded from the rights to access the Form

  • Select the Exclude User option using the Properties window.

  • Search for the specific user(s) using the search bar.

  • Select a user or multiple users and move to the space given on the right side. (Use the single arrow icon to move only one user. Use the double arrows icon to move all the users.)

  • Click the Save option.

  • A success message appears, and the document privilege gets updated to exclude the selected users.

  • The Form permission gets excluded for the selected user/users.

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