Data Management
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      How to Share a Form

      To share a Form:

       

      1. Browse the Matter Forms Page or the Entity Forms Page
      2. Locate the Form that you wish to share and under the Actions column click on the share icon
      3. in the modal that appears select the contact that you wish to share the form with
      4. if you wish to see how they would see the form upon receiving the link, click on Preview, otherwise click on Share
      5. if you preview the Form as the recipient, you can share the form directly from the preview mode by clicking on Preview at the top of the page