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Sending forms externally using External Form Requests

How to send a Safe Food Pro form to someone outside the account using External Form Requests, and track completion.

For: Admins

Use External Form Requests to send a form to someone outside Safe Food Pro, such as a supplier, contractor, or client, so they can open, view, and complete it without needing a login.

Turn on External Form Access for a form

  1. Go to Forms in the Admin Console and open the form you want to send

  2. Switch on the External Form Access toggle

  3. Click Save

Tip: If you'd like to test it first, duplicate the form and send the copy to yourself, so you can see exactly what your recipients will receive.

Send the form as an External Form request

  1. Click the three dots next to the form

  2. Select External Form from the dropdown

  3. Add the email address for each person who needs to complete the form

  4. Add any instructions

  5. Click Send

Note: Recipients don't need a Safe Food Pro login. They open the form from the link in their email, complete it, and submit it.

Track External Form requests

  1. Go to Tasks

  2. Open the External Requests tab

Here you can see who has viewed the form and who has completed it. Completed forms also come through in your Reports, just like any other form.

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