Share access to a custom form.

Details bout how to share access and allow external persons to complete custom forms.

Our powerful custom forms are available to share with anyone you'd like, such us customers, contractors, auditors or anyone else with an email address.

The form must have the setting "Allow web access to this form" applied to be able to be shared outside of the OffshoreSMS app.

See Manage the form Settings for more information

NOTE: app users can also share custom forms either with the QR code, or share via any of their devices messaging apps, by opening the form and clicking the "Share" icon.

Option 1: copy and paste a link:

1. From the assets home page, select the Custom Forms tab.

2. Select the form you'd like to share and click "Edit Custom Form"

3. Select "Form Settings" at the bottom of the screen.

4. Ensure the "Allow Web access" setting is checked

5. Select "Copy Link" to add the Item to your device's clipboard

6. Open your email handler and paste the link into a new email (CTRL + V).

Option 2: Share via QR code

1. From the assets home page, select the Custom Forms tab.

2. Select the form you'd like to share and click "Edit Custom Form"

3. Select "Form Settings" at the bottom of the screen.

4. Ensure the "Allow Web access" setting is checked

5. Ensure the "Access form by scanning QR code" checkbox is enabled. An image of the QR code will appear on the screen.

6. Take a screen grab of the QR code, print and display where required.

Option 3: share with passengers on a manifest:

This function is very popular with charter customers, particularly passenger waivers or charter agreements.

The passenger details must be included in either a scheduled or current trip manifest to be able to share a custom form.

See Public Trip Page for more information.

1. Create a new Scheduled Trip. See Creating a scheduled or upcoming tripfor information.

2. From within the scheduled trip, select the " Passenger Manifest" tab (ensure passenger manifests are enabled for the trip).

3. Select "Linked forms" to select which custom forms are linked to this trip.

4. Select "Add a Passenger" or select from passengers already added.

5. Ensure their Phone number is correct, then select "SMS trip link to passenger".

6. If they have an email address listed, you can also email them the link by selecting "Email trip link to passenger".