Tech Tip: Share a Form in Office 365

Now that you have created your form, it is time to decide how to share this with others. Will you send the Form via email to a target audience or post a link to the Form for anyone to complete? In either scenario, you can choose to collect data on who is completing or allow the results to remain anonymous.

To access the Forms application, start by opening your Outlook – Office 365 web account. Click on the waffle icon (nine small boxes) in the upper left corner. Select Forms, or if you do not see the application, select All apps.

The Forms that you have created, pinned as a favorite or that have been shared with you as collaborator are listed. Open the Form you want to share. In the upper right corner, select Share.

The default share value is set to “Only people in my organization can respond.” This means that you must sign in with an LLCC account to access the Form. The second option is to allow “Only specific people in my organization can respond.” When adding this option, you would enter the email address of those with access prior to selecting the share link. Both options of sharing will track the end user that completed the Form and responses. The final option is to share with the “Open so that anyone with or without an LLCC account can complete the Form.” These results will be tallied anonymously.

Select the link directly below the Sharing option, and Copy. The link can be pasted into an email or posted to any webpage and will allow access based upon the sharing permissions set.

Tip: You can share a Form with other individuals in LLCC to collaborate with on the design and/or data collection access. Select Share, Share to Collaborate. Again, you will need to set the sharing permissions, and it is recommended that you set to “Specific people in my organization can view and edit” for security purposes of the Form. Copy the link, and then email to the specific individuals with sharing permissions.

View a video on Sharing a Form from the Microsoft Office Trainer Center.