External Sharing

What is External Sharing

The External Sharing feature enables your users to share a specific form with external users (those with no access to your SharePoint environment). These external users will be able to view and edit the form and participate in any workflow you have defined.

External Sharing is ideal for scenarios where you need to involve external people (people outside your organisation) in populating data in your forms without giving them any access to your Microsoft 365 / SharePoint Online environment. Things like gathering feedback and collecting signatures are now super easy to accomplish.

Example

 

The External Sharing setting

 

Simply enter an Email Address and a Name to share a form with an external user

 

 

Invitation email

If you enable the Invitation Email then an email will be sent to the external users when they are granted access to a specific form by an internal user. The notification can contain a link to the form to enable them to edit it after they request a temporary PIN. The system will email them the PIN and once they enter it they can open the form.