Assign Contract Owner

1. Select the Admin tab at the top of the page. 
2. Select Intake Forms from the left panel.
3. Click to open the intake form that you want to assign the Contract Owner to.
4. Click More  at the top-right corner, then click Settings.
5. Choose a contract owner in the Assign Contract Owner field, then click Save.
   

Share an Intake Form

1. Select the Admin tab at the top of the page. 
2. Select Intake Forms from the left panel. 
3. Click to open the intake form that you want to share. 
4. Click Share at the top of the intake form.
5. Choose either Anyone in the organization with the link or Only specific users.
6. Click  to copy the link and share it with the required users if you chose Anyone in the organization with the link.
7. Enter the names or email addresses of the users if you choose Only specific users, then select Add Message to include a note. 
8. Click Share.
   

Note: When Anyone with the link is selected, Zoho One and Zoho Directory users can access the form, provided Zoho Contracts is added to Zoho Directory.

Disable an Intake Form

1. Select the Admin tab at the top of the page. 
2. Select Intake Forms from the left panel. 
3. Click to open the intake form that you want to disable.
4. Click More  at the top-right corner of the intake forms details page.
5. Choose Disable.
   

Enable an Intake Form

1. Select the Admin tab at the top of the page. 
2. Select Intake Forms from the left panel. 
3. Click to open the intake form that you want to enable.
4. Click More  at the top-right corner of the intake forms details page.
5. Choose Enable.