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
- In the template builder, you can find the option to Send reports by email under 2. Settings:
- Click on: Yes, select people to add the external user of your choice:
- 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:
- After clicking on SHARE REPORT, the sharing function of the mobile device will open:
- 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.