Sharing access to Public Forms with End Users

There are two main ways to share public forms with families and partners:

1) Share the Direct URL

You can email links to public forms (or link them from your website) using the URLs found via Settings > Public form links.

From this page, you can either open a form by clicking on it, then copy the URL in the address bar, or right-click on a form's name to copy the URL, like so:

2) Link from a Template

You can include links to public forms from a template, which is a great way to kill two birds with one stone. In the example below, the template congratulates the family on an approved application and directs them to the family case checklist to begin supplying documents:

You can add a form link from the template from the sidebar. Click Advanced Options > Insert Form Link.

Note that SAM shows both public and internal forms as options. Clients will only be able to access public forms.

You can combine the two methods above and use the direct URL link on a template as well.