How can I add users so they can view and download their form submissions?

  • rocin
    Asked on July 9, 2019 at 2:26 PM

    We set up HIPAA forms for a client however when they receive them it says you are not logged into the right account so they can't view them.  How can I add them so they can view and download their form submissions?


    thank you

  • Nik_C
    Replied on July 9, 2019 at 3:28 PM

    I checked your account, but it's not HIPAA enabled, it's on regular Silver plan. So please check https://www.jotform.com/myaccount/settings and how these options are configured:

    1562700459Screen Shot 2019 07 09 at 9 Screenshot 10

    Let us know if you have any further questions.

    Thank you!

  • rocin
    Replied on July 9, 2019 at 3:40 PM

    According to your pricing page, the Silver Plan is HIPAA compliant so I am not sure what you are trying to tell me. I did, however, find a setting under my account that I turned off to allow recipients to see forms without being logged in so that will take care of the issue I asked about. Could you please give me more information about HIPAA forms - I have tried to find answers in your knowledge base but I have not had any luck.


    Thank you

  • Nik_C
    Replied on July 9, 2019 at 4:25 PM

    Upgrading to a Silver plan solely will not upgrade you to HIPAA automatically since you can use Silver plan without HIPAA.

    To upgrade your account to HIPAA, please go to https://www.jotform.com/myaccount/data

    1562703842Screen Shot 2019 07 09 at 10 Screenshot 10

    More about HIPAA you can check here: https://www.jotform.com/hipaa/

    If you have any further questions, please let us know.

    Thank you!

  • rocin
    Replied on July 9, 2019 at 5:56 PM

    Thank you for the response, I have read the page and it tells me nothing. I understand HIPAA, I used to train office staff on compliance and I know how the information needs to be passed through. You advertise that the silver plan allows for HIPAA forms with a compliance badge and I have yet to see it. Is there a customer service number? This method of communication is time-consuming and highly inefficient.



  • rocin
    Replied on July 9, 2019 at 5:57 PM

    I forgot to mention I have tried clicking the upgrade to HIPAA button and nothing happens. When I look at the code for that button there is nothing there to execute an event.

  • John Support Team Lead
    Replied on July 9, 2019 at 7:26 PM

    Once you clicked the Upgrade button, it should redirect you to another page. May we know what link have you used?

    If you used this link: https://www.jotform.com/myaccount/data, it should open another page like this (sample only):

    1562714320upgrade to hipaa Screenshot 10

    And with regards to the pricing, you may refer to this link: https://www.jotform.com/pricing?hipaa=1