Would like to send my booking form I've created out to clients as a template

  • Rachel Green
    Asked on June 12, 2020 at 9:37 AM

    I've designed a JotForm booking form and I would like to send it out as a blank form to all my clients.  Then each time they book a job, I would like for them to be able to fill it in, save as a PDF and upload to us along with supporting files.

    Thank you!

    Rachel


  • Bert_A
    Replied on June 12, 2020 at 11:04 AM

    Hi Rachel,

    Thank you for reaching out.


    O
    n your current form, go to your form builder, navigate to settings and turn ON the Original PDF connection to your Online Form, to show the option to preview and download the form before submitting.

    Would like to send my booking form Ive created out to clients as a template Image 1 Screenshot 30

    And this is what you're clients what click and proceed with the downloading the PDF.
    Would like to send my booking form Ive created out to clients as a template Image 2 Screenshot 41

    I hope that helps, please let me know should you have further questions