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Relations

On the My friends tab, you can view all invited friends that have approved your invitation.

If you want to share your forms with any colleagues or friends, you need to invite them into your relations first.

If you change your mind later on, you can revoke a friendship with any member. Revoked members are moved to the Inactive relations list. 

Learn more on how to add your relations and sharing your forms with them.

 

Invite friends 

 

Member Reference Codes #

A Member Reference Code is a unique code that can be assigned to any of your relations. You can think of this as a code that only the administrator can view. This might be useful when using the Autocapture feature. 

To set this up you should carry out the following steps:

  1. In the Relations page.
  2. Mouseover the appropriate Relation.
  3. Click on the edit icon that appears on the left of the screen.
  4. You will now be brought to the relations basic information where you will see the field for ‘Member Reference Code’.
  5. Once you have inserted your code, click on the green Update button.

Once you have entered the code then this option can be selected from within the Prefilled Responses dropdown menu.