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Issue a form to internal or external recipients

Use this dialog to issue a project form based on an existing template and version, choosing how it will be accessed and who it will be sent to.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the issue form dialog​

From your project workspace, open the issue form dialog so you can configure and send a new form instance.

Step 2: Choose a form template​

Select the form template you want to issue from the available list of project templates; the system loads its details and available versions.

Step 3: Select the form version​

Pick which version of the template to issue, or keep the default “latest” so that recipients complete the most up-to-date version.

Step 4: Choose how the form will be issued​

Select the instance type (Assigned, Open Link, or Anonymous) to control how recipients access and submit the form.

Step 5: Decide between internal or external recipients​

Choose whether you are issuing the form to an internal project member or an external recipient.

Step 6: Select or enter the recipient​

If issuing internally, select a project member from the list; if issuing externally, enter the external recipient’s name so they can be identified with the issued form.

Step 7: Confirm and issue the form​

Review your selections and confirm to create and issue the form instance; a new instance is created and made available according to the chosen type and recipient settings.

Last updated: 2025-12-08