General Questions from Potential Customer

  • Profile Image
    Lynn von Kaenel 
    Asked on February 15, 2019 at 02:36 PM

    Would you provide a link documenting the options for sharing with the staff the forms I create.


    Also, when the form data is submitted, where is it stored and how is it accessed?

     

    If we create a regular form to use with FLOW and to download data to EXCEL, can I still have the data placed in a pretty looking custom PDF form? I understand that if I wish to use FLOW, I can't use the PDF Editor system. 

  • Profile Image
    EltonCris
    Answered on February 15, 2019 at 03:51 PM

    If you want to share your account through sub-account feature, that's available on the Enterprise Plan and here's a guide for that. http://www.jotform.com/help/232-How-to-Share-Forms-with-a-Sub-Account-User

    The data is stored in Jotform's secure server. You can access the data in your form submissions page. You will also receive email notifications containing the data.

    For security and other server information, check out our security page here https://www.jotform.com/security/

    With you integrate your form with any available 3rd party apps, the data will remain intact in your Jotform account so you can still use it for your PDF documents in the PDF Editor.

  • Profile Image
    Lynn von Kaenel 
    Answered on February 15, 2019 at 04:43 PM
    Otherwise, do I send the URL to share the form with employees? I will be the only one creating the forms. Can the forms be password protected as part of any plan?

    ...
  • Profile Image
    EltonCris
    Answered on February 15, 2019 at 05:53 PM

    UPDATE (August 20, 2019): Password protection feature is available now. 

    Here is how it works:

    1. Open the Form Builder and find the Enable Password Protection option under the Settings tab. 

    15662961281.png

    2. If you select this option, you should set a password for the form. If you don't set any password, the Enable Password Protection option will be unselected.

    1566296147Screen Shot 2019-08-20 at 10.4

    3. When you set a password for the form, a person who wants to open the form will see this page:

    1566296207Screen Shot 2019-08-20 at 10.5

    4. If the person enters the incorrect password, s/he cannot open the form and will see this warning:

    1566296231Screen Shot 2019-08-20 at 10.5

    5. If the person enters the correct password, s/he can open the form and submit it. However, if you (form owner) change the password after s/he opened the form, s/he cannot submit the form and will see this warning:

    1566296247Screen Shot 2019-08-20 at 10.5

    6. You can reset the password by clicking on the RESET PASSWORD button or unchecking the Enable Password Protection option.

    1566296263Screen Shot 2019-08-20 at 11.0

     

     

     

     

    Yes, you can share the form using its URL.

    Here's how to get the shareable form URL https://www.jotform.com/help/401-Where-to-Find-My-Form-URL

    With regards to password protection, we do not have that feature. What we can recommend is to embed the form in your password protected page instead.

    Thank you

  • Profile Image
    nelly
    Answered on August 20, 2019 at 07:17 AM

    UPDATE: Password protection feature is available now. 

    Here is how it works:

    1. Open the Form Builder and find the Enable Password Protection option under the Settings tab. 

    15662961281.png

    2. If you select this option, you should set a password for the form. If you don't set any password, the Enable Password Protection option will be unselected.

    1566296147Screen Shot 2019-08-20 at 10.4

    3. When you set a password for the form, a person who wants to open the form will see this page:

    1566296207Screen Shot 2019-08-20 at 10.5

    4. If the person enters the incorrect password, s/he cannot open the form and will see this warning:

    1566296231Screen Shot 2019-08-20 at 10.5

    5. If the person enters the correct password, s/he can open the form and submit it. However, if you (form owner) change the password after s/he opened the form, s/he cannot submit the form and will see this warning:

    1566296247Screen Shot 2019-08-20 at 10.5

    6. You can reset the password by clicking on the RESET PASSWORD button or unchecking the Enable Password Protection option.

    1566296263Screen Shot 2019-08-20 at 11.0