Can Jotform do the following?

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    hbrown1190
    Asked on June 02, 2020 at 10:55 AM

    I am consulting for a law firm with a variety of legal forms with fillable fields but no "intelligence".

    We would like to create a detailed Jotform interview process for clients to fill out on-line.

    We would like to capture the data from the interview process and have it fill in the fields on the corresponding fillable PDF form. (sample screenshot attached)

    Can Jotform perform this task? Do you have a video tutorial that will demonstrate this process? I have viewed a number of Jotform videos but have not seen anything that is definitive.

    We are looking to make a purchasing decision shortly and would appreciate your assistance.

    Thank you,

    Howard Brown

    hbrown1190@gmail.com

    Screenshot
  • Profile Image
    Niko_N
    Answered on June 02, 2020 at 11:17 AM

    Greetings Howard,

    Thanks for reaching out!

    Using Jotform you can easily import your PDF forms and convert them to the fillable online forms. Please check the guide given below:

    https://www.jotform.com/help/548-How-Can-I-Import-My-Own-PDF-to-JotForm

    https://www.jotform.com/fillable-pdf-form-creator/

    Once imported, you can make any desired customization and adjustments. Once ready, you can share it with anyone using form URL to fill out:

    https://www.jotform.com/help/401-Where-to-Find-My-Form-URL

    You can also set up Email notifications and you'll be able to get emails whenever you receive a response from your web forms including checking them out from almost anywhere:

    https://www.jotform.com/help/25-Setting-up-Email-Notifications

    If you want the submitters to get a copy of the data they have submitted on your form, then you will need to set up an Autoresponder Email:

    https://www.jotform.com/help/26-Setting-up-an-Autoresponder-Email

    Please check and let us know if you have any particular questions. We're always happy to assist.

    Thank you in advance!

  • Profile Image
    hbrown1190
    Answered on June 02, 2020 at 09:28 PM
    Thanks Niko. I played with the links and it does exactly what we are
    looking for. Very impressive.
    Regards,
    Howard Brown
    ...