How can customer access or see the information they have previously submitted via a jot form?

  • TaxDepPro
    Asked on December 18, 2018 at 10:44 AM

    How can customer access or see the information they have previously submitted via a jot form? 

    The link I send a customer initially requesting information, if accessed again would only repeat the initial request.

    I as well as customer get a doc submittal acknowledgement email after they access the link and submit info

  • jherwin
    Replied on December 18, 2018 at 12:54 PM

    In your autoresponder/notification email template, you will find "You can Edit this submission".
    This will allow your users to edit their submitted form and update it.

    1545155481editsubmission Screenshot 10

    Delete this if you do not want users to access or edit their submitted form.
    1545155629submission2 Screenshot 21

    Let us know if you are referring something different so we can check for possible options.