Is there any need for us to have more than one JotForm user account?

  • staffannaiomt
    Asked on February 14, 2019 at 10:53 AM

    Hi JotForm,

    Our organization will use JotForm to create quite a few forms, most

    of which will be embedded on our website. T
    hese forms will be signed or completed in multiple steps by multiple people and then be stored on Box.com. I've tried a free JotForm account the past couple of days and my impression is that JotForm delivers all the features we are looking for. However, I have a couple of questions before we sign up.

    JotForm user accounts

    Is there any need for us to have more than one JotForm user account? Only one person will create and set up the accounts through JofForm, but several people will handle the forms in the approval and storage process.

    Box.com integration

    We plan to integrate our JotForm account with our Box.com account. Is it possible to set up this integration so that specific forms can directly be saved to specific Box.com sub folders? Or will all forms be saved to one generic Box.com folder? Also, what document format will the forms have once they are stored on Box.com?

    Hubspot integration

    I understand this integration needs to be set up through Zapier.com. In cases where we will email forms to specific recipients, can this process be initiated through Hubspot? (I understand this might be question for Hubspot or Zapier, but still wanted to check if you know the answer.)

    Thank you in advance!

    Best,

    Staffan

    staffan@naiomt.com





  • David JotForm Support Manager
    Replied on February 14, 2019 at 12:40 PM

    If the user who will approve the submissions don't need to access the submissions page of the forms or edit the forms,  there is no need to have an account with multiple users(which is just available for Enterprise plans).

    You can simply build a form approval process, where the approvers will receive the notification via email notification, please check this guide: https://www.jotform.com/help/432-A-General-Approach-on-Building-an-Approval-Process-Workflow 

    Your other questions will be addressed in separate threads:

    https://www.jotform.com/answers/1733084- 

    https://www.jotform.com/answers/1733087-