Feathery Docs
HomeCommunityGitHub
  • Platform
    • Quickstart
    • Form Fields
      • Hidden Fields
      • How to Set Field Values
      • Link Fields Across Forms
      • Custom Field Input Format
    • Build Forms
      • Elements
        • Basic
          • Container
          • Button
          • Text
          • Progress Bar
          • Image
          • PDF Viewer
          • Video
          • Table
          • Tooltip
        • Fields
          • Address
            • Street Address Line 1
            • Street Address Line 2
            • City
            • State
            • Country
            • Zip Code
          • Button Group
          • Checkbox
          • Checkbox Group
          • Color Picker
          • Combobox
          • Dropdown
          • Dropdown Multiselect
          • Date Selector
          • Time Selector
          • Email
          • File Upload
          • Matrix
          • Number
          • Password
          • Picture Choice
          • Pin Input
          • Phone Number
          • Radio Group
          • Rating
          • Signature
            • Legally Binding Signatures
          • Slider
          • Social Security Number
          • Text Area
          • Text Field
          • Payment Method
          • URL
        • Custom HTML, JS, CSS, and Iframes
        • Custom Fields
      • Design
        • Reuse styles and elements
          • Styling
          • Assets
        • Alignment and Spacing
        • Sizing Forms and Elements
        • Responsive Layouts
      • Actions
      • Logic
        • Navigate Steps Conditionally
        • Show Elements Conditionally
        • Custom Field Validation
        • Available Conditions
        • Display Dynamic Text
        • Dynamically Repeating Containers
      • Advanced Logic & API Connections
        • Visual Rule Builder
          • Connect to API Action
            • Salesforce API Connector
          • Set Field Value Action
          • Navigate Step Action
          • Set Field Error Action
          • Open URL Action
          • Set Calendly URL Action
        • Javascript Rule Builder
          • API Connections in Code
          • Trigger Integrations from Logic
          • Reusable Logic Configs
        • Examples
          • API Connectors
            • Dynamic dropdown options
            • Dynamic form navigation
            • Pre-fill form from Salesforce
            • Pre-fill form from Hubspot
            • Pre-fill field options from Google Sheets
            • Generate ChatGPT Message
          • Field Validation
            • Complex Field Validation
            • Date and Time Validations
          • Initialize Date Field
          • Dynamically set field placeholder
          • Randomize Field Option Order
          • Update field options based on previous selection
      • Integrations
        • Event Triggers
        • Examples
          • Upload Files to Google Drive
      • Dev & Staging Environments
    • Launch Forms
      • Embed Your Forms
      • Custom URLs & SEO
      • User Tracking
      • Completion Criteria
      • UTM Parameters
      • Accessibility Standards
      • Analytics
      • A/B Testing
      • Offline Mode
    • Document Intelligence
      • Review Extractions
      • Post Processing
      • Supported Document Types
      • Prompting Guide
      • Examples
        • Investment Report
    • Document Autofill & Signatures
      • Autofill Document Templates
        • PDF Autofill
        • Word Doc Autofill
          • Dynamic Tables
        • Excel Autofill
        • InDesign Autofill
      • Signature Workflows
        • Signature Notifications
        • Access Signed Documents
        • 21 CFR Part 11 Compliance
      • Export Form Submission PDF
    • Workflows
      • Collaboration
        • Email Invite
        • Start Directly
        • Anonymous Starts
      • Review, Edit & Approve
      • Unique Submission Links
    • Enterprise Compliance
      • Security and Privacy
      • Reliability and Performance
      • Document Management
      • Data Sovereignty
    • International Forms
      • Translate Forms
      • Right to Left (RTL) Support
      • International Form Fields
    • White Label Feathery
      • Build Custom Form Fields
      • Offer Custom Form Templates
      • Custom Dashboard Domain
    • Account Settings
      • Managing Your Team
      • Permissions and User Groups
      • Account Attributes
    • FAQs
      • Account & Billing
  • Guides
    • Verify Submissions & Prevent Spam
    • Build a Login or Verification Flow
      • Connect an Auth Integration
      • Add Auth Methods
        • Email SMS Code
        • Email Magic Link
        • Phone Number Verification
        • Social Logins
          • Google
          • Amazon
          • Apple
          • Bitbucket
          • Coinbase
          • Discord
          • Facebook
          • GitHub
          • GitLab
          • LinkedIn
          • Microsoft
          • Slack
          • Twitch
          • Twitter
      • (Optional) Require Auth for Onboarding Steps
      • (Optional) Add Login Flow to Your Site
        • Feathery-Hosted (Recommended)
        • Embed Login Flow
          • Login Embed Tutorial
    • Build a Payment Flow
      • Connect to Stripe
      • Select Products or Plans
      • Collect Payment Method
      • Purchase Products
    • Send Custom SMS Messages
    • Salesforce Picklist Options
  • Developers
    • React SDK
      • API Guide
        • init()
        • <Form>
          • contextRef
          • Event Handlers
            • onSubmit()
            • onLoad()
            • onChange()
            • onAction()
            • onError()
            • onFormComplete()
            • onView()
          • Custom JSX Components
          • PopupOptions
          • initialLoader
        • getFieldValues()
        • setFieldValues()
        • updateUserId()
        • Login API
          • <LoginForm>
          • useAuthClient()
      • Inline vs Popup Form
    • Javascript SDK
    • Context API
      • Field Object
      • field.setStyles()
      • Deprecated Context API
    • REST API
Powered by GitBook
On this page
  • Ordered vs Unordered Collaboration
  • Invite Users
  • Enter user emails or groups directly
  • Bulk invite users
  • Customize Email Invitations

Was this helpful?

  1. Platform
  2. Workflows
  3. Collaboration

Email Invite

You may invite all of your form collaborators via email to access and edit the submission.

PreviousCollaborationNextStart Directly

Last updated 1 year ago

Was this helpful?

If you choose to invite your submission collaborators via email, you'll have the option to include an invite message and specify their emails or groups.

Ordered vs Unordered Collaboration

If on the first step, you specified that the collaborators should fill out the submission in-order, only the first collaborator per submission will initially receive the invite email. The next collaborator in line will only receive an invitation once the previous collaborator has completed their part of the submission.

If collaboration is unordered, all collaborators will receive their email invitations at once.

Invite Users

There are two ways you can invite collaborators via email.

Enter user emails or groups directly

Each invite corresponds to one of the collaborators on a single form submission, and the # of invites you see corresponds to the # of collaborators you specified on the first step of the flow.

Bulk invite users

You can bulk invite several groups of users via a CSV upload. This also gives you the ability to pre-fill their submissions with existing user data.

CSV Format

Feathery assumes the first row of your uploaded CSV are the column headers, and every subsequent row corresponds to one form submission.

Assuming you have N collaborators defined for each of your form submissions, the first N columns of the CSV should contain the email addresses corresponding to the collaborators you want to invite.

Also, you are able to specify multiple emails or user groups for each collaborator. Use the pipe ('|') character to separate individual emails an/or user group names in each collaborator "cell" (see below).

Each (optional) subsequent column will contain the field data you want to prefill into the corresponding submission. Its header will be the field ID you've defined in Feathery, and each subsequent row will contain the field value to prefill for that submission.

CSV Example

The following CSV example is for bulk inviting 6 users across 3 form submissions with 2 collaborators each. For each submission, we are pre-filling collaborator 1 and 2's names as well.

Collaborator 1
Collaborator 2
collab1Name
collab2Name

peter@gmail.com | sam@gmail.com | advisors group

zack@gmail.com

Peter

Zack

jay@gmail.com

unknown@gmail.com

Jay

test@yahoo.com

hi@outlook.com

Jake

Customize Email Invitations

From the collaborator email invite flow, you can customize basic email properties such as the invite message and subject line.

If you'd like to completely customize the invite email experience, you can set up emails in the email integration that trigger when a collaborator is invited. These emails will send in place of the default invitation email, and you can specify the specific collaborator that the email will trigger for.

To include the collaborator form link, use the variable placeholder {{Collaborator Form Link}}.

Invites may be sent to both individual user emails and user groups. If a user group is configured as a collaborator, everyone in the group is emailed an invite and may perform that collaboration task. User groups may be configured under with the appropriate admin privilege.

account settings