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Sharing gives ad-hoc read access to other users. You can choose individual users to share with. Let’s say there are users who have edit rights only. If you share a form with them, these users who have edit rights but not read access will be able to edit after you have shared with them. Those who are shared with are called participants. To put it simply, you can share a form with other users to give them permission to see the form(s). (You will need “Share” permissions to perform the “Share” action).

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Share by Form

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via Plan Viewer

Simply press the Menu icon ≡ in the top left corner of your screen to unfold the Menu and choose Plan Viewer.  You can also use the Process unified search bar at the top of your screen to search the forms. How to share a Process/Checklist with other users? How to share a Process/Checklist with other users? Click the memo icon as circled below to open the process details box on the left-hand side of your screen. Once unfolded, select the relevant form and the form viewer will be opened on your screen. How to share a Process/Checklist with other users? How to share a Process/Checklist with other users? Click the 3dots ⋮  button as circled below to unfold the form Menu.  Once unfolded, press Share and the share dialog of this form will appear as a window in the centre of your screen. The participants will be listed in the window if any are already set. How to share a Process/Checklist with other users? Enter the Team/User name to search and add as a participant or press the X to remove any existing participants. When completed, simply press outside of the dialog window to save and finish. How to share a Process/Checklist with other users? How to share a Process/Checklist with other users?

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via Process Finder

Click the menu icon on the top left corner to unfold the Menu and gain access to the Process/Checklist page by selecting the category and subcategory as shown below. How to share a Process/Checklist with other users? How to share a Process/Checklist with other users? Select the relevant Process/Checklist from the Menu icon ≡ on the right-hand side of your screen and press the “Edit” option to open the form viewer. How to share a Process/Checklist with other users? Click the 3dots ⋮  button as circled below to unfold the form Menu.  Once unfolded, press Share and the share dialog of this form will appear as a window in the centre of your screen. The participants will be listed in the window if any are already set. How to share a Process/Checklist with other users? Enter the Team/User name to search and add as a participant or press the X to remove any existing participants. When completed, simply press outside of the dialog window to save and finish. How to share a Process/Checklist with other users? How to share a Process/Checklist with other users?

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Share by Process

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via Plan Viewer

Press the Menu icon ≡ in the top left corner of your screen to unfold the Menu and choose Plan Viewer.  You can also use the Process unified search bar at the top of your screen to search the forms. How to share a Process/Checklist with other users? How to share a Process/Checklist with other users? Click the memo icon as circled below to open the process details box on the left-hand side of your screen. Once unfolded, select the relevant form and the form viewer will be opened on your screen. How to share a Process/Checklist with other users? Click the 3dots ⋮  button as circled below to unfold the form Menu.  Once unfolded, press Share and the share dialog of this form will appear as a window in the centre of your screen. The participants will be listed in the window if any are already set. How to share a Process/Checklist with other users? How to share a Process/Checklist with other users? Enter the Team/User name to search and add as a participant or press the X to remove any existing participants. When completed, simply press outside of the dialog window to save and finish. How to share a Process/Checklist with other users? How to share a Process/Checklist with other users?

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via Process Finder

Click the menu icon on the top left corner to unfold the Menu and gain access to the Process/Checklist page by selecting the category and subcategory as shown below. How to share a Process/Checklist with other users? How to share a Process/Checklist with other users? Click the 3dots ⋮  button as circled below to unfold the form Menu.  Once unfolded, press Share and the share dialog of this form will appear as a window in the centre of your screen. The participants will be listed in the window if any are already set. How to share a Process/Checklist with other users? How to share a Process/Checklist with other users? Enter the Team/User name to search and add as a participant or press the X to remove any existing participants. When completed, simply press outside of the dialog window to save and finish. How to share a Process/Checklist with other users? How to share a Process/Checklist with other users?