Forms: use them for myself
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L
Laura Townsend
Forms are great concept. I'd like to be able to use them for custom fields that I fill in. Right now it seems the only way to complete them is to send them to a client. I got around this by sending it to myself then filling it out myself. To do this though, I had to add my name and email to the client "people." I was able to delete it afterwards. It would be nice to be able to make a form, link it to the client (or a project) then fill it in myself. OR be able to add custom fields to an area for a project or client. I would reuse the form/fields for multiple clients/projects.
Geoff Mina
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Hi Laura - just wanted to let you know that you can now fill out the forms yourself in a much simpler way than adding yourself as an email contact.
The new workflow allows you to copy the link to the form into your browser and open it in a new tab.
Here is a video showing you how it works.
https://www.loom.com/share/8c128efbd86c4df2a8ee5a4018a4df17
Thanks for this feature suggestion.