NOTE: As this is currently a beta feature, you will need to request to be added to this beta in order to access it. To do this, just email Support at firstname.lastname@example.org and request to be added to the External Dispatch Beta.
This article will explain how you can dispatch your forms to individuals that are not currently set up as users in your account. If you do not know what a dispatch is please review this article. Before you are able to use this feature you will need to have an Admin on your account enable this as there is an additional cost for each dispatch that is submitted. Any Admin can enable this feature on the account through the Dispatch Wizard, by selecting the "External Party" option:
Once you select "External Party" you will then be prompted with a window which you will need to confirm you want to enable this feature on your account. Please note there is an additional charge for submissions from the External Dispatch, submissions from users will not affect this cost. For pricing details you will need to contact your account manager.
Once you have enabled this feature any user with the role of Admin or Dispatcher will be able to send dispatches to individuals that are not set up as users on your account. The recipients will receive an email with an authenticated link to complete the form from the Web App. By default only the Web App link will be sent in the email, however you can configure these settings in the Email section of the Account Settings to send links to open the mobile app if it is installed on the recipients device:
The link that is sent through email is only good for a single submission, the recipient will not be able to submit the dispatch multiple times.
You will be able to create an External Dispatch through our Dispatch Wizard or through Dispatch by File. Additionally once the External Dispatch has been enabled on your account you can Forward or Dispatch a New Form through the workflow actions to an external party.