(Mobile) How can I share a Form with a GC from the Corfix mobile app?

This article will show you how you can share Forms with a GC through a linked Project through the Corfix mobile app.

 

This feature is only available if you have the correct permissions toggled on. Please reach out to your admin in your company to make sure that you are in a Role that has the toggle "Share Forms With GC", toggled on. This can be found under the "View Forms" tab in a Role.

This feature also requires your Project to be linked to your GC's Corfix account. Please contact your Admin to make sure this is set up correctly. 

 

Step 1: Find the Form you want to send out to your GC in the Forms tab.

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Step 2:  Then, scroll until you find the Actions button. Pro Tip: Tap Form Preview to minimize the form!

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Step 3: Next, select Share Form with GC.

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 Step 4: Lastly, you will get a notification at the top of your screen confirming you have shared the form.

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