Sharing, Activating, and Pausing Public Forms

Each saved public form has a link that leads requestors to its intake questionnaire.

  1. Open Settings > Public Forms and locate the case request form.
  2. Use its copy-URL control to copy the exact generated link, or open it to check the page.
  3. Confirm the correct organization, form purpose, and questions.
  4. Use the link in your website's request-work button or provide it to the intended requestors.

Use the generated URL rather than constructing one from a remembered domain. The URL slug identifies the form. Changing it can affect links you previously distributed, so check and update those links when making changes.

Active and Public Access

Active controls whether the form accepts new submissions. Public Access allows anyone with its link to submit without signing in. Check both settings when preparing a form for external use. Turning off Public Access should not be treated as a complete client-portal setup.

Pause instead of deleting

Deactivate a form when you want to stop new submissions temporarily. Review existing requests in Case Requests separately; changing form availability is not a decision on those requests. Delete a form only after reviewing the application's warning and your organization's need to preserve the intake setup.