Transferring a Form Template to Another Practitioner

IntakeQ allows practitioners to send form templates between each other, provided they are under the same organization account. The animation below shows how to send a questionnaire to another practitioner from the "My Forms" page.

Please note that transferring a form will remove the form from your collection and insert it into the other practitioner's collection. In case you want to keep a copy of the form for yourself, make sure to duplicate the form first.

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