Forms
      Back to home
      1. Corfix Guide
      2. Corfix Admins
      3. Forms

      How to use Corfix Public Access URL

      This article explains how to create and manage Public Access URLs for sharing Corfix forms with external users who don’t have Corfix accounts. It includes step-by-step instructions for generating links and configuring access settings

      The Public Access URL feature in Corfix lets you share live forms and checklists with people outside your Corfix tenant — subcontractors, suppliers, clients, or site workers — without requiring them to sign in. This guide explains how to create, customize, share, track, and revoke public URLs safely and effectively.Who this is for
      • Safety coordinators and site managers who need external teams to complete forms.
      • Admins who publish inspection templates, SWMS/JSA forms, pre-starts, or incident report forms externally.
      Key benefits
      • Quick external access without Corfix accounts or logins required.
      • Faster data collection from subcontractors and visitors and external parties.
      • Embed forms into external sites or share via SMS/email.
      Prerequisites
      • You must have Admin or Form Publisher permissions in Corfix (your role may vary depending on your organization's settings).
      • The form/template you want to share must be published and active.
      • Decide in advance whether the form will collect identifying info (name, email) or remain anonymous.
      Step-by-step: Create a Public Access URL
      1. Open Corfix and go to the left menu: Forms (or Templates depending on your tenant).
      2. Find the form/template you want to share. Click the three-dot menu (⋯) or Options next to the form.
      3. Select Share or Public Access from the dropdown.
      4. In the dialog that appears, choose Create Public URL (or Enable public access).
      5. Configure the URL settings (see next section), then click Generate or Save.
      6. Copy the generated URL and share it with external users via email, SMS, QR code, or embed it into a website.
      Tip: Use a URL shortener if you plan to include the link in SMS or printed material with limited space.
      Public URL settings and what they meanWhen creating the URL you’ll usually see options similar to the following:
      • Require name/email: Ask submitters to provide contact details before submitting.
      • Require site/job selection: Force the user to choose a project or site from a dropdown.
      • Expiry date: Set a date/time when the URL will stop working (recommended for temporary access).
      • Maximum submissions: Limit how many times the form can be submitted through this URL.
      • Password protection: Add a simple password that external users must enter before they can access the form.
      • Pre-filled fields: Lock or pre-populate fields (useful for batch links or contractor-specific forms).
      • Allow attachments: Toggle whether users can upload photos or documents.
      Always set the minimum required fields to support your follow-up process (e.g., email or phone if you need to contact the submitter).