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How to share a Sitemate Link in Dashpivot

Learn how to share a Sitemate Link so others can access and submit forms

Written by Sam
Updated over a week ago

Share a Sitemate Link in Dashpivot to allow users to access and submit forms via a URL or QR code. Links can be distributed digitally or printed as posters for on-site access.

Video Walkthrough

Prerequisites

Before you begin make sure you have the following:

  • Plan: All Plan Types

  • Permission: Team Controller, Project Controller, or Org Controller

  • Skills Required: Dashpivot

  • Device Type: computer

  • Subscription: Dashpivot

Sitemate Links allow people to open and complete forms through the Sitemate Mobile App without needing a full Dashpivot account. Once created, the link can be shared with your workforce or external parties.

You can share a Sitemate Link by sending the URL directly or by sharing its QR code.

Step-by-Step Instructions

  1. Navigate to where your Sitemate Link is stored (Ongoing or Single link location).

  2. Locate the link you want to share.

  3. Click on the link URL to automatically copy it to your clipboard.

  4. Paste and share the link via email or messaging platform.

To share via QR code:

  1. Hover over the link.

  2. Select Download Poster.

  3. Share the digital poster or print it for users to scan.

Users can scan the QR code or open the shared link to access and submit the associated forms.

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