How to: Distributing brand forms to brand roles (Brand Admin)

Distributing forms from managing companies to reporting companies will allow all with the shared role to be able to complete the form on an Ad-hoc basis from 'My Forms'. 

1. While logged in as the managing company, create a new form by navigating to forms and selecting 'New Form'
   
   
   
2. Once the form has been created, head to the Distribute section of the form and select the Brand Role you wish to distribute to
   
   
   
3. Once the form has been completed by the managing company you will need to distribute this form to a role that is shared between the managing and reporting company, for this example we are using the role of "Manager"
   
   
   

In order to share this form with our reporting companies we will need to add this form to a one-off project that's configured with 'Auto Archive' and 'Any Role' selected.

In this example, the form would be able to be accessed to complete at any time on an ad-hoc basis for any user with the 'Manager' role from their 'My Forms' page.



Below is a recording of this process happening from start to finish 

Avoid task generation!

• DELETE the project you've created to ensure no tasks generate, we recommend naming the project accordingly as a reminder, for example: "Delete: Ad hoc task - Form Title”.
• You can also set the project's start date to a date in the distant future.

How to un-distribute brand forms with brand roles?

1. Open the form that has been shared following the steps above 
   
2. Remove the from the Forms Distribute section
   
3. Once done, publish the form for the brand
   

Please make sure to do this before archiving the form as if these steps are not completed the form will remain visible from the reporting company 'My Forms' even if the form has been archived in the managing company