Sharing All Entries

Sharing All Entries

You can share all entries of a form with all users or specific users in your organization with specified permissions.

Sharing all entries with all users in your organization

To share form entries with all the users in your organization,
  1. In the All Entries section of your form, click Share in the top-right corner.
  2. In the pop-up, select All Users from the Share With dropdown.
  3. You can choose to give them either Read Only access, Read/Write to edit records.
    If you wish to give users the permission to merge Zoho Writer documents, choose the Read/Write/Merge option.  

    Share all entries

    The table below lists the permissions that user with Read OnlyRead/Write permissions 
    can have:

       Read Only
       View the record
       Read/Write  View, Edit, Print, Export the record, Assign the task, Record Audit 
       Read/Write/Merge View, Edit, Print, Export the record, Assign the task, Record Audit, Merge the document

Sharing all entries with specific users in your organization

To share form entries with specific users in your organization,
  1. In the All Entries section of your form, click Share in the top-right corner.
  2. In the pop-up, select Specific Users from the Share With dropdown.
  3. Enter the email address of users you want to share the entries with.
  4. You can choose to give them either Read Only access or Read/Write access to edit records
    If you wish to give shared users of all entries the permission to merge Zoho Writer documents, choose the Read/Write/Merge option. 
  5. The table below lists the permissions that user with Read OnlyRead/WriteRead/Write/Merge, and All Permissions 
    can have:

       Read Only
       View the record
       Read/Write  View, Edit, Print, Export the record, Assign the task, Record Audit 
       Read/Write/Merge View, Edit, Print, Export the record, Assign the task, Record Audit, Merge the document
    All Permissions
    View, Edit, Print, Export, Assign the task, Record Audit, Merge the document, Trash, Restore, Delete, Re-push the records failed in integration, and schedule reports with Report Scheduler

    Note:
    -If you choose to give a user Merge permission, each time the user merges documents, the form owner's credits will be deducted. You can view the users who have initiated Document Merge in the Report Entries under Mail Merge Status column.
    - You can give All Permissions access only to 10 users.
The option to share all entries of a form is available only in our Standard Form and above.

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