Sending reports to external users

You want to send completed forms to external users without a Lumiform account. We show you how it's done.

Sending reports automatically to external users with Lumiform


 

To fill out forms, every user needs an account and a Lumiform license. However, if you want to send reports to external users without a Lumiform account, there are 2 options.

 

How to send reports to external users without a Lumiform account

 

1. Automatically send reports to external users after completing inspections

 

 

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  • Click on: Yes, select people to add the external user of your choice:

 

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  • Reports will be automatically sent to this user after the inspection is completed

 

2. Manually send reports after completing inspections from mobile devices

 

  • Once you have completed and submitted a form on your mobile device, you can easily share it afterwards. Simply use the SHARE REPORT function to send it to others:

 

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  • After clicking on SHARE REPORT, the sharing function of the mobile device will open:

 

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  • After clicking on SHARE REPORT, you will get a variety of options to forward the report to another person. This includes not only email but also platforms like WhatsApp or Instagram.