How to Enable the Public Link Form to a Register Template in Assurance

This guide provides step-by-step instructions on how to set up a public link within a Register or Form Template in Assurance.

To Enable the Public Link Function on a Specific Register or Form Template

1. Click the Gear in the top menu

2. Click the Organisation tile

3. Click Edit

4. Tick the checkboxes next to the following options as required:

"Allow Public Links to create new Registers & Forms"

"Allow Public Links to download Documents" 

5. Click the  button at the bottom of the screen

7. Click the Gear in the top menu

8. Select Registers & Forms Templates

9. Select the name of your template.

10. Click the Public Link tab

11. Select Activate

12. You have the option to deactivate this link at any point. Simply follow steps 1-10 and select Deactivate. 

Additional Resources

For further information on the Public Link function in Assurance, please visit the below guides:

What is a Public Link in Assurance?

How to Enable the Public Link Function in Assurance

How to Share a Publicly Linked Assurance Register or Form with External Users, Clients or Internal Staff