Automatic Authorization for edit link

"Hello,

Could I please get assistance with automatically authorizing recipients to edit the form I sent? I’d like them to be able to edit the form and sign their fields. If you could check my workflow, that would be great.

I hope to hear from you soon!"

Hi Jerico_San,

Thanks for reaching out to Jotform Support. I checked your form, and it's currently set as Private, so your recipients will need to verify their email address before editing the form. To fix this, you can change your Form Status from Private to Public. It's really easy to do. Let me show you how:

1. In Form Builder, in the orange navigation bar at the top of the page, click on Publish.
2. Click on Private Form next to Share With Link, and then select Public Form in the window that opens.

Give it a try and let us know if you have any other questions.

Thanks Ronald I will try this.

Hi Ronald, I tried it but when the person who received the email click the EDIT LINK it's still showing that Shes not authrorized like this

I'm talking about this Edit Link below

Hi Jerico_San,

I went ahead and cleared your form cache as this typically fix minor form issues. Can you suggest them to try accessing the edit link again after clearing their browser cache? You can also try using another browser and device to see if the issue persists. If you're still having the same issue, we'll do a more in-depth investigation and work on finding a solution.

Reach out again if there’s anything else we can do for you.

Hello Ronald,

I tried to do it multiple times and its still not allowing others to review and access the edit link.

thanks

Hi Jerico_San,

I understand the issue, but I’ll need a bit of time to work out a solution. I’ll get back to you shortly.

We really appreciate your patience and understanding while we’re looking into this.

Hi Jerico_San,

I cloned your form and tested it to see if I could replicate the issue, but everything was working properly. Check out the screencast below to see my results: Can you try to remove the email block and add it back again to see if the edit link will be accessible? Let me show you how:

1. In Workflow Builder, select the email block and choose the Trash icon.
2. Choose Confirm.
3. Click the Add Element button on the left side and drag an Email block to your workflow.
4. Select the Email block and choose the Email icon to add the Edit Link and customize the Email Content.

If you run into the same issue again, can you share with us a screen recording of what’s happening so we can try to replicate it on our end? You can share the video recording on any public sharing platform like Google Drive or Dropbox, or you can simply use Loom to record the video and share the video link with us.

Keep us updated and let us know if you need any more help.

Hi Ronald,

I tried it and it worked, thank you so much!

Hi Jerico_San,

As for your other question, I've moved that to a new thread and answer the thread shortly. You can check that out here.

Let us know if there’s anything else we can help you with.