How to Create and Manage Collaborative Forms

Collaborating on a single form submission can save time, improve accuracy, and streamline your workflow. With this, you can allow multiple team members to fill out a form together in real time, making it easy to complete complex forms or surveys as a group.

Step 1: Create Your Form

1. Log in to your Formester account.
2. Click New Form.
3. You can use AI Form Generator to create a form quickly or start from scratch.

Add the fields you need, such as text inputs, choice fields, and file uploads.

Step 2: Enable Collaborative Form Submission

1. Open your form and go to Settings.
2. Click Advanced Settings.
3. Toggle on Collaborative Form Submission.

This allows multiple users to access the form simultaneously and submit answers together.

Step 3: Publish and Share Collaboration Link

1. Click Publish to make your form live.
2. Open the form and select Invite Collaborators.
3. Copy the collaboration link and share it with your team.

Team members can now work together on the same form in real time, adding responses simultaneously.

Step 4: Manage Team Access

To control who can collaborate:

1. Create a team in Formester.
2. Assign access so only selected members can join the collaborative session.

This ensures privacy and prevents unauthorized users from editing the form.

Benefits of Collaborative Forms

• Complete forms faster with multiple contributors
• Reduce errors by combining knowledge from multiple team members
• Simplify complex submissions that require input from different departments
• Keep all responses in a single form without merging separate submissions

Final Thoughts

Formester’s collaborative form submission feature makes teamwork easier, faster, and more accurate. By enabling collaboration, sharing access links, and managing your team, you can streamline form workflows and boost productivity.

Start creating collaborative forms today to make group submissions seamless and efficient.

Updated on: 03/10/2025