Sharing Forms

Aaron Corney Updated by Aaron Corney

DeskDirector forms can be shared with other DeskDirector customers.

In this article we will generate a shareable link, once accessed, the forms you've selected to share can be imported into another DeskDirector instance.

Sharing a form

  1. From the Admin Console, select Portal
  2. Load into the Forms module
  3. Select the forms you would like to share
  4. To complete this process, select Share

If completed successfully, the following window will provide a shareable link:

Importing a form

Accessing a shareable form link will load the following page:

  1. Enter your DeskDirector URL in the format
  2. Select Next to complete this process

How did we do?

DeskDirector Forms - Field value format for automation