---
title: "Sending Forms"
slug: "sending-forms"
updated: 2024-02-26T18:27:59Z
published: 2024-02-26T18:27:59Z
canonical: "help.nexudus.com/sending-forms"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.nexudus.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Sending Forms

You can send {{variable.forms}} in four different ways, depending on your needs: 

* **Sending {{variable.Forms_CAP}} Using the Form's Invite Link**

Every {{variable.form}} has a unique URL by default. You can send this link directly to {{variable.customers}} via email or any other external channel. You can also include it in {{variable.CRMboards}}, {{variable.messages}}, and even {{variable.reminders}} by adding the link to {{variable.messagemacros}}.

* **Sending {{variable.Forms_CAP}} From the *Send Requests* Tab**

Every {{variable.form}} has a **Sent Requests** tab that lets you send the {{variable.form}} to {{variable.customers}} while also letting you keep track of the responses you've already received.

* **From a Customer's Account**

You also have the option to send a {{variable.form}} directly from the **CRM** tab of any {{variable.customer}}'s account. 

* **Sending Multiple {{variable.Forms_CAP}} to a Customer via the Bulk Actions Menu**

You can send multiple {{variable.forms}} at once to a specific {{variable.customer}} via the *Bulk Actions* menu available on the {{variable.Forms_CAP}} page.

:::(Info) ({{variable.Forms_CAP}} can only be sent to one {{variable.customer}} at a time.)
If you want to get information from a large number of {{variable.customers}} at once or automate when the request is sent, consider using our [Surveys](/v3/docs/surveys){target="_blank"} feature.
:::

## Sending {{variable.Forms_CAP}} Using the Invite Link

1. {{snippet.FirstStepProcedure}}

2. {{variable.CLICK}} {{variable.Forms_Link}}. 
3. {{variable.CLICK_ON}} the relevant {{variable.form}}. 
4. {{variable.SCROLL}} the **Invite links** section. 
5. Copy the URL under **Invite link**.

You can now share this URL directly with {{variable.customers}} through external {{variable.newsletters}}, or even via email. You can also add this link to {{variable.discussionboards}} or the {{variable.messagemacros}} you use for some {{variable.reminders}} and {{variable.CRMboard}} stages.
:::(Warning) ({{variable.Customers_CAP}} won't receive the link until you share it via one of the channels mentioned above.)
:::

## Sending {{variable.Forms_CAP}} from the Requests & responses Tab
1. {{snippet.FirstStepProcedure}}

2.  {{variable.CLICK}} {{variable.Forms_Link}}.
3. {{variable.CLICK_ON}} the relevant {{variable.form}}. 
4. {{variable.CLICK_ON}} the **Requests & responses** tab. 
5. {{variable.CLICK_ON}} **Send {{variable.form}}**. 
6. {{variable.SELECT}} a **Customer**. 
:::(Info) (Can't find your {{variable.customer}} in the list?)
Start typing their name to find their record.
:::
8. {{snippet.Save_Changes}}

Your {{variable.customer}} will receive an email notification within a few minutes. The notification will include a link to the {{variable.form}}.

![formnotif.png](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/formnotif.png){height="500" width=""}

As soon as the {{variable.customer}} fills out the {{variable.form}}, the status of the request will switch from *Pending* to *Submitted*. 

![Forms_Statustag.png](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/Forms_Statustag.png){height="" width=""}

## Sending {{variable.Forms_CAP}} from a Customer's Account

1. {{snippet.FirstStepProcedure}}

2. {{snippet.OperationsCustomers_PathStep}}
3. {{variable.CLICK_ON}} the relevant {{variable.customer}}. 
4. {{variable.CLICK}} **CRM > {{variable.Forms_CAP}}**. 
5. {{variable.CLICK_ON}} **Send form**. 
6. {{variable.SELECT}} the **Form** you want to send.
7. {{snippet.Save_Changes}}
Your customer will receive an email notification within a few minutes. The notification will include a link to the {{variable.form}}.

![formnotif.png](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/formnotif.png){height="500" width=""}

As soon as the {{variable.customer}} fills out the {{variable.form}}, the status of the request will switch from *Pending* to *Submitted*. The same will also happen in the {{variable.form}}'s **Requests & responses** tab.


## Sending Multiple {{variable.Forms_CAP}} to a Customer via the Bulk Actions Menu
This option lets you send multiple {{variable.forms}} at once to a single {{variable.customer}}.
1. {{snippet.FirstStepProcedure}}

2.  {{variable.CLICK}} {{variable.Forms_Link}}.
4. {{variable.TICK}} the checkbox next to every {{variable.form}} you want to send to the {{variable.customer}}. 
5. {{variable.CLICK}} **Send {{variable.form}}** in the *Bulk Actions* menu. 
6. {{variable.SELECT}} a {{variable.customer}}. 
7. {{snippet.Yes_Step}}

Your {{variable.customer}} will receive an individual email notification for each {{variable.form}} sent within a few minutes. The notifications will include a link to the {{variable.form}}.