Sharing Webforms to Your Organization
Step 1.
After you have
created your webform click on the Form tab and navigate to the form you want to share.
Step 2.
Click on the person plus sign in the right hand corner of the form window.
Step 3.
Select the people or branches you would like to share the form with and press the green "share" button.
Now employees in your organization have access to your form!
Please note, only users who created a form can share that form. This is also true when it comes to editing a form.
Ready to Get Started?
| Need Assistance? | Access Your Account |
iSoftpull
(760) 579-6171
2270 Camino Vida Roble, Ste. i
Carlsbad, CA 92011
iSoftpull® 2023 © All rights reserved
Related Articles
Credit Intelligent Webforms
iSoftpull’s Credit Intelligent Webforms allow you to build embeddable forms on your website to process credit applications programmatically. With webforms you can capture consent, process applicants, and automate pre-qualification to instantly inform ...
Sharing Intelligence
Step 1. After you have created your Intelligence click on the Intelligence tab and navigate to the relevant Intelligence you want to share. Step 2. Click on the person plus sign in the right hand corner of the Intelligence window. Step 3. Select the ...
Editing Webforms
Once an applicant has been processed and an Intelligence has been associated to them, the score limit on the associated Intelligence may not be modified. This is required because you would not want to have a number of applicants in iSoftpull stating ...
Webform Best Practices
Download the attached guide to learn how to fully implement iSoftpull’s Credit Webforms across all of your marketing channels to help capture more leads and increase conversions!
Using Dedicated Webform Pages
Part of iSoftpull's Credit Intelligent Webform Suite are dedicated webpages that host your webforms for you. Use the following steps to access your webforms through our dedicated pages. Step 1. After your webform has been created go to the Forms page ...