Collaborating on Forms

Collaborating on Forms

Overview

If ReachWell created your existing forms for you, and you don't want to use us as the intermediary to get them updated, you can modify the forms yourself! Once this is set up, you will be able to edit the content of your organization's forms, and change who gets notified when a family completes a form. 
For detailed information about forms, please visit this article on Creating & Managing Forms.

Instructions

To activate the form collaboration feature, please:
  1. Send an email to support@reachwellapp.com to request to collaborate on forms.
  1. Once we confirm that you have a collaboration link, you can visit your ReachWell Dashboard > App Setup > Schools/Orgs. From there, locate the intended school and click the pencil icon under the Action column.  
  1. Scroll down to the Notes section to copy the link for the form we are collaborating on.
  1. Open a new browser tab and paste the link in the address bar to open the form for modification purposes.
  1. Select the BUILD tab from the orange bar at the top. Your form will open allowing you to make various edits as needed.  
  1. Once done, share the URL (i.e. hyperlink) via your organization's website, email, or other communication methods.

Updating the Notification Receiver for Completed Forms

To update settings for who will receive notifications once a form has been completed by a contact, please:

  1. Navigate to your ReachWell Dashboard > App Setup > Schools/Orgs page. From there, locate the intended school and click the pencil icon under the Action column.  
  2. Scroll down to the Notes section to copy the link for the forms we are collaborating on.
  3. Open a new browser tab and paste the form link in the address bar to open the form for modification purposes.
  4. Navigate to the the SETTINGS tab from the orange bar at the top.
  5. Select Emails from the left navigation bar.
  6. Click the pencil icon next to your notification, and then Recipients.
  7. Delete the current email address in order to add a new email address. You also have the option to add multiple email addresses if you would like form completion emails to be sent to multiple people. 
For additional questions, please reach out to support@reachwellapp.com. We are happy to help! 
Click here to subscribe to status updates through our ReachWell Academy channel on the app.

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