Client Collaboration (share forms with clients)

Sally Robinson Updated by Sally Robinson

Client Collaboration allows users to share Library forms with people outside of their organisation, such as clients.

Share with client button is found on the Form history page of any form you have access to in the Library module.

Share with client window

How it works:

  1. Enter the client's email address - we recommend you copy and paste it to ensure accuracy. The clients email address is stored in Legal Forms temporarily until the form is no longer shared. Once the share has expired or the client has submitted the form, the email address is deleted.
  2. Enter the Clients Name - this ensure that the email is more personal.
  3. Enter any comments, perhaps you want them to check the data on the form, or maybe need them to complete a certain section
  4. Choose which parts of the form will be editable to the client, or just choose all if you want them to be able to edit it all. It can be useful to be specific if you want to make sure they don't change some parts of the form that you have already filled in.
  5. Generate a password which will be sent to the user sharing the form. For security the client will need both the deep link to the form and the password. The password must be sent separately.
  6. Choose an expiry duration for the client's access. Once the access expires (or you stop sharing the form) the client will no longer be able to access the form.
  7. Select whether you would like Legal Forms to automatically send the email, or generate a link to the form which can be send from the Firms email address.
  8. Click either Share form or Copy share form link
  9. Your client will receive an email with a deep link which will open the form in a browser and explaining when the link will expire.
  10. The user will receive the password to share with the client, and confirmation that the form has been shared until the expiry date.
Client email
Client email example

You cannot delete a form which has been shared externally through Client Collaboration until the duration you shared it for has expired or you have stopped sharing the form.

Client view
Client view

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