Sharing is the process of making a form and its content visible to your evaluee, or, in case of self-evaluations, to your evaluator. By default, all form sharing is turned OFF. You can choose to share a form with your evaluee or evaluator at any point. Once a document is shared, it cannot be un-shared.
Sharing an Evaluation
- Open the form you would like to share.
- Navigate to Share option in the header of the form.
- Set Share to On. It should look like this:
- Click Save
- Automatic email notification goes out to User / Evaluator
Sharing an Evaluation with a Signature
When signing a form, the "Share" option is often checked by default. If you are not yet ready to share the form at time of signature, be sure to uncheck before signing.