How to Create a Multiple Page Form with Form Tabs

  • leadershiptopix
    Asked on April 15, 2024 at 1:23 PM

    Whats the best way to:

    1. include a client welcome packet from an already existing pdf (nothing to populate.
    2. combined with a client intake jotform (populated by client)
    3. combined with a contract (client must sign/date/submit).

    Is best option here to use a tab system and if so, how?

    Also, on the contract, there is one field that I need to populate that will identify a specific dollar amount unique to each clients job amount. Will I need to redo this every time and save for each client? Thanks in advance!


  • Anna JotForm Support
    Replied on April 15, 2024 at 4:49 PM

    Hi J.R,

    Thanks for reaching out to Jotform Support. I didn’t fully understand the issue, can you tell us what you mean by including a "client welcome packet"? Do you mean creating a form using an existing PDF or just embedding a PDF on the form?

    For the second question and third question, yes, you can use the Form Tabs Widget to the form to create a tab for each page. Let me show you how:

    1. In Form Builder, click the +Add Form Element button on the left side of the page.
    2. Go to the Widgets tab and add the Form Tabs Widget.
    3. Edit the settings of the widget and click the Update Widget button at the bottom.

    How to Create a Multiple Page Form with Form Tabs Image 1 Screenshot 30

    Check out the screencast below for the result:

    How to Create a Multiple Page Form with Form Tabs Image 2 Screenshot 41

    As for your other question, I've moved that to a new thread to avoid confusion. You can check that out here.

 
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