Secure passwords for data verification

  • Profile Image
    rmussatto
    Asked on June 10, 2020 at 12:50 PM

    We are wanting to set a form up for our credit union members to update their profile information. Are we able to set a password for the form to send members and somehow integrate with another system to pull current information into the form for the member?


  • Profile Image
    Basil_A
    Answered on June 10, 2020 at 03:26 PM

    Hi,

    It is possible to enable the password protection option in your form settings. Please take a look at this guide:

    https://www.jotform.com/help/579-How-to-Password-Protect-a-Form

    With regards to pulling information from another system, you can use the "Spreadsheet to Form Widget".

    The widget will allow you to get data from a file and will get data from the file based on an input. You can use this guide for further information regarding using the widget:

    https://www.jotform.com/help/442-How-to-Use-the-Spreadsheet-to-Form-Widget

    Let us know if you require any further assistance.