Document Upload

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    payplansolutions1
    Asked on November 08, 2018 at 06:16 AM

    Good Day

    Please explain:

    I would like to ad on my jot form the functionality to upload a copy ID document for my clients.

    Please explain if it is compulsory to include the Signature widget as well as the Terms and conditions widget.

    Thanks

    Screenshot
  • Profile Image
    Victoria_K
    Answered on November 08, 2018 at 09:22 AM

    Hello,

    As our colleague has already mentioned on email, digital uploads of any kind that contains sensitive information are not allowed. 

    Be advised that this type of collection is not allowed since our upload buttons are not offering encryption for this type of data.

    Might you need the following information, we allow the collection of the numbers with the appropriate signature widget and Agreements :

    1. Add Terms of Use widget (for your users to read and agree). This will surely make your forms not to be considered as guilty of phishing activities

    2. Add a Signature widget where your users sign and agree to provide such sensitive information.

    We will gladly assist if you need any further help. 

  • Profile Image
    payplansolutions1
    Answered on November 09, 2018 at 04:43 AM
    Hi There,
    Thank you very much for your response.
    Much appreciated.
    Kind Regards,
    ...
  • Profile Image
    payplansolutions1
    Answered on November 12, 2018 at 05:43 AM
    Good Day
    As per the above mentioned inquiry.
    Please advise me with my form I would like to publish. I have inserted the
    Terms and conditions section, Uploading of Docs widget, The Signature.
    But need help with the wording for the Terms and condition page.
    Will you be able to help me with this?
    Many Thanks
    Charlton
    ...
  • Profile Image
    Victoria_K
    Answered on November 12, 2018 at 06:25 AM

    Hello Charlton,

    Unfortunately, we do not have text samples for Terms widgets. Basically, you should ask respondents to agree that they are willing to provide such sensitive information by checking widget's checkbox. 

    Regarding your form http://www.myjotform.com/form/83081326764560:

    It seems that you have still added an upload field for ID documents. I would like to mention again, that this type of fields is not allowed. You should replace it with Short Text Entry field for users to type in their ID number, not to upload it:

    154202177313-18-36.png

    Please remove the field to avoid suspension by our phishing detector. 

    These are the best practices we recommend while using our platform. In no way we want to interfere with your business. 

    Thank you in advance!

  • Profile Image
    payplansolutions1
    Answered on November 12, 2018 at 06:43 AM
    Good Day
    As per the below email.
    The Jotform I am referring to and needs help with is the following:
    https://form.myjotform.com/83081326764560
    Please assist..
    Thanks
    ---------- Forwarded message ---------
    ...
  • Profile Image
    Nik_C
    Answered on November 12, 2018 at 09:59 AM

    I'm sorry but I'm not completely sure what is the problem with your form now?

    I see you added the Terms widget and you removed the upload field as advised by my colleague.

    We'll wait for your response.
    Thank you!