📖
OffshoreSMS Docs
  • 📚OffshoreSMS - Official Docs
  • 🤝Introduction
  • 🔑KEY CONCEPTS
    • ⚠️Important Information
      • 🖥️App vs web dashboard
      • 🔄Fleets, Assets and People
      • 👬User accounts & public profiles
  • ⁉️FAQs
    • ❓Troubleshooting
    • 👨‍🔧Adding or removing users to/from your team.
    • Managing administrator's access
    • 🛥️Add or remove crew from your assets
    • 📤Share my SMS with external parties
    • 🛫Exporting/sharing Log Histories
  • ▶️GETTING STARTED
    • Create a free user account and profile
      • 💻Create a free profile from the Web or PC
      • 🥷Create a free profile from the App
    • Set up a new Fleet.
    • Set up a new asset
    • Getting set up on the App
      • 📲Download the app
      • 🥷Create a free profile from the App
      • 🔑Log in as a member
      • Connet to an Asset from the app
    • Using the app
      • Complete the vessel or asset Self Inductions
      • Complete a New Crew Induction
      • View the asset alerts
      • Start using the TRIP feature
      • 📖In-app user guides and support tickets
  • 🏡YOUR FLEET
    • 👥FLEET Team Members
      • Adding new users to your team
      • Removing users from you team
      • 🔑Fleet administrator permissions and notifications
        • Manage other administrator's permissions and access
        • Admin Permissions Matrix
        • Advanced Restricted Admin Permission settings
        • Admin Notification settings
      • 🛥️Adding/removing team members to and from marine assets
      • 📧Fleet Team Messaging
      • 🏷️FLEET Team Member Tags
        • Add and edit the fleet team tags.
        • Assign tags to a user
        • Filter team members by tag
      • 🤗GROUP team members
        • Manage the roles for team members of a GROUP
        • Add and Edit the GROUP team tags
        • Message GROUP team members
    • 🛥️Managing Assets in a Fleet
      • ⛴️Create a new marine asset profile
      • 📂Grouping Assets
        • 🔐Manage admin access to selected groups
      • 🏷️Asset Tags
      • 💲Manage/upgrade subscriptions
      • Delete an asset
    • 📊The Fleet Dashboard
      • Fleet Info & profile
      • Fleet Alerts
      • SMS Health Tracker
      • Asset Activity
      • Fleet activity
      • System and Fleet notices
    • ⚓Fleet Content
      • 🌐Managing the Fleet Library
        • Creating fleet content
        • Revisions, Edits and Version control
        • Changing the Saved order
        • Search, temporarily filter and sort
        • 🏷️Fleet Content Tags
      • 🔁Sharing/Assigning content to assets
    • 🗂️Reporting & Stats
      • 🗂️Creating and Exporting Custom Reports
      • 🔦SMS Audits
    • ⭐Suppliers (Enterprise Feature)
      • Key Information
      • Supplier Organisations
      • Supplier Members
      • Supplier Tags
    • 💵Expense Logs (Enterprise feature)
    • 💲Billing
      • Manage your card details
      • Upgrade or Renew asset subscriptions
      • Enable/Disable auto-renewal
      • View Current and Paid Invoices
      • View your payment history
      • Cancelling a subscription
  • ⛴️ASSET PROFILES
    • ℹ️Important Information
    • 📈Asset Dashboard
      • Asset ToDo (task) Lists
    • ⚙️Information and Settings
      • General Settings and Info
      • Spec sheet
      • Important asset documents
      • Events and Reminders
      • Log Sequences
    • 🧑‍🤝‍🧑Your Team
      • ⛑️Roles, Responsibilities and App Permission settings
      • 📲Assign Asset Roles to your team
      • 🪪Crew Qualifications
      • 📢Management responsibility statements
      • 🛟Drills
        • 🚂Crew Training (Enterprise feature)
      • Crew Inductions
      • Passenger or Visitor Safety Briefings
    • 🛠️Maintenance, Fluids and Inventory
      • 🔧Setting up plant & equipment items
        • Fuel and Other Tanks
        • Plant & Equipment Tags
        • Offline P&E items
      • ⚙️Setting up maintenance schedules
      • View Maintenance History
      • Inventory and Equipment
      • ⚠️Defects and Hazards
        • View the Hazard/Defect register
        • 🆕Create a new Hazard/Defect
        • 👍Update or resolve a Hazard/Defect
      • ☑️Unscheduled Maintenance Checklist
    • 🛟Safety Management System
      • 🏗️Building and managing your SMS content
        • ➡️Outsource the SMS set up
        • ✍️Write your own content.
        • 💡Using OffshoreSMS helper content.
        • 🌏Import content from your fleet library
      • ⚠️Risk Assessments
      • Revisions, Edits and Version control
      • Sharing your SMS with external parties, or printing your SMS.
      • Generate a PDF of individual SMS content items
      • Clone your SMS to other assets in your fleet
    • 🚦Trips, Start ups etc
      • Key Information about Trips
      • Starting a New trip
      • View an active trip
      • Creating a scheduled or upcoming trip (add on feature)
      • Passenger Manifests (add on feature)
        • Public Trip Page
      • View Trip Histories
      • Startup and Shutdown checklists
      • Trip Custom Fields
      • Trip Settings
    • ✍️Custom Forms
      • Key Features and functions
      • Create and Edit a custom form
      • Manage the form Settings
      • Complete a custom form on a web browser
      • Share access to a custom form.
      • Delete a Custom Form
    • Log Histories
    • 📖Operations Manual (Add on feature)
  • General
    • 🧑‍🎓App Tutorials
    • 📭Previous Newsletters
      • December 2023 Updates
      • 2023 MO504 Updates
      • May 2023 Updates
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On this page
  • Option 1 - copy and paste a link:
  • Option 2 - copy and paste the web address:
  • Option 3 - share with passengers on a manifest:
  1. ASSET PROFILES
  2. Custom Forms

Share access to a custom form.

Share access and allow external persons to complete a custom form.

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

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 devices clipboard

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

Option 2 - copy and paste the web address:

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

  2. Select the form you'd like to share and click "Begin New Log"

  3. When the new page opens, use the cursor to highlight the URL web address and select CTRL + C

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

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 trip (add on feature)for information.

  2. From within the scheduled trip, select "View Manifest" form the passenger manifest section.

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

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

  5. If they have an email address listed, you can also email them the link.

Last updated 4 months ago

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