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FreedaGrossAsked on March 29, 2019 at 11:52 AM
I signed up for jorform but i think i don't get it how it works
Can i create a form for example a word questionnaire document??
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Welvin Support Team LeadReplied on March 29, 2019 at 2:05 PM
Jotform is an online form builder where you can create an online form to collect registrations or signups. We do have a way to export the form as a PDF, but no option you can export forms as a Word file.
I see that you have used a template, your form here https://www.jotform.us/form/90865273543160.
Please tell us how you want to create a form, its requirement, and how you want to publish it. That way, we can give you a step by step guide to accomplish such.
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FreedaGrossReplied on March 29, 2019 at 2:43 PMHi,
Thanks for your reply.
We are a insurance brokerage firm I wanted to create a form for client to
fill out basic information when applying for homeowners or auto or
commercial insurance policy.
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Welvin Support Team LeadReplied on March 29, 2019 at 3:52 PM
Thank you for the information. I would suggest creating an online version then because that gives you a more dynamic option to collect basic information from your clients.
Your current form (https://www.jotform.us/form/90865273543160) is a good start. You only need to edit the form to add more fields in it.
To receive the data, you can create notification email in it.
Guide: https://www.jotform.com/help/25-Setting-Up-Email-Notifications.
If you would like to send a copy to your clients, you need to create an autoresponder email.
Guide: https://www.jotform.com/help/26-Creating-a-Form-Autoresponder.
Note that the submitted data is accessible in the form submissions page.
Guide: https://www.jotform.com/help/269-How-to-view-Submissions.
Please get back to us if you need further assistance.
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FreedaGrossReplied on April 1, 2019 at 8:43 AMIs there a phone number to call to speak to a live representative?
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David JotForm Support ManagerReplied on April 1, 2019 at 10:57 AM
Unfortunately, we don't have phone support. Please let us know what you need via our forum, or email(support@jotform.com), we will be glad to assist you.