Emailing Forms to Residents

Emailing Forms to Residents

E-Mailing Forms To Residents

Summary/Goal:
This post covers how to use Pilera’s share form capabilities to send forms to your residents.

Brief:
To get the sharable link from Pilera go to the form you want to share and click the share button. A new section of the page will open up with the link. Copy the link to your clipboard and paste it in the outgoing email.

Step by Step:

  1. Access Pilera as a manager.
  2. Using the dropdown go to the community with the form.
  3. Go to the resources dropdown and select forms.


  4. Click on the link to the form you want to access.


  5. Click on the share button.


  6. Use the copy to clipboard button. If the copy to clipboard is not working, then highlight the entire URL next to the button and copy it manually.


  7. Add the link to the relevant email.
  8. Send the email.

Be aware:
  1. Do not change the URL, any changes to the URL may have unexpected outcomes.
  2. Do not provide the link to someone who does not have access to the form. They will not be able to access the form.
  3. Forms are community specific, you must use the community link unique to each resident’s community for it to work.
  4. Managers who use the link will be forced into the resident UI and have to log out and log back in to access their manager tools.

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