This in-depth help video guides you through every step of managing your relations in NestForms. The essential tool for managing the colleagues and friends you share your forms and data with. What you will learn in this video: Adding New Relations: How to invite new members to your account by email, including how to add a personalized message. Managing Invitations: Learn how to check the status of your Pending Invitations and how to Resend or Drop them. Controlling Access: Understand the Inactive Relations list for tracking revoked or rejected invitations. Form Sharing in Action: A quick, step-by-step guide on how to seamlessly share any form with your approved Relations directly from the Form Builder, and see how it instantly appears in their mobile app. Administrator Tools: See how to use the 'Display Devices' option to monitor the device and app versions of your Relations, helping you ensure your whole team is up to date. Advanced Management: Discover how to view and modify forms shared with a Relation, request a device diagnostic for support analysis, and edit a Relation's details (like adding a Member Reference Code) before they claim their account. Managing your Relations helps you control who can collect data and keep your team organised at all times.
Used on: Relations
