Follow these steps to Assign a form:
Step-1: Admin portal > Forms module > then go to Action tab > select Assign forms
Step-2: Form Assignment
a)Channel Partners Assignment
- Use "Select all Channel Partners" checkbox to choose all partners at once
- Or individually select specific partners from the list
- Selected partners appear as tags with an 'X' to remove selection
- Click "Assign to Channel Partners" button to complete assignment
b)Clients Assignment
- Use "Select all Clients" checkbox to choose all clients
- Or individually select specific clients from the dropdown
- Selected clients appear as tags with an 'X' to remove selection
- Click "Assign to Clients" button to complete assignment
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