Occasionally, you may come across a situation in which a form needs to be added to a specific user. This can happen when you have forms that aren't triggered to add automatically but need to be added on a case-by-case basis.
Adding a Form to a User
- Head to Users.
- Find the user you wish to add a form to.
- Click on their progress bar and click "Add Form" in the sidebar.
- Find the form you wish to add and click "Add."
If you'd like, you can send an email to this User to let them know that they have new forms to fill out. Within Emails, you will find a token under "System Fields" that will list this User's incomplete forms, allowing them to click on them through the email. Note that in group or family systems, only sub-unit forms can be added to sub-units and only head level forms can be added to head level users.