Setting up "Assigned Forms" through company access

  • dtechservice
    Asked on July 14, 2020 at 3:11 PM

    We are testing the assigned form feature option with "company access". We've added the domain  for the form "Store Daily Balance" but cannot access it through a new account madw with company email. Thanks for the assistant.

  • Patrick_R
    Replied on July 14, 2020 at 8:01 PM

    Hello! Please allow me to run some tests. I'll get back to you shortly with an update.

    Thank you!

  • Patrick_R
    Replied on July 14, 2020 at 8:14 PM

    Hello! Kindly note that assigning forms with company access is a two way process.

    1. The first step is to set "Company Access > Require organization email domain" to your domain such as mydomain.com under "Assign Forms > Settings".

    2. After this, you need to share the assign Form URL with your employees. Here, JotForm will ensure that only those JotForm accounts which use the specified domain's email address could access your form via that link.

    You can read about this procedure in this article: https://www.jotform.com/help/657-Making-your-forms-accessible-to-company-members-only

    If you come across any issues while using this feature, let us know.

    Thank you!

  • bcroas
    Replied on July 15, 2020 at 9:34 AM

    Hello, Once the gain access through the link. How can they save the form to their profile for mobile use?


    Thanks

  • Patrick_R
    Replied on July 15, 2020 at 10:52 AM

    Hi! After they click on the link, they'll be asked to either login or create an account. Once they login or create their account and verify their email address; they'll see this form by clicking on the Assigned Forms section on the left menu section (as shown in the screencast below).

    1594824760Screencast 2020 07 15 20 18 48 Screenshot 10

    I hope this information helps. If you have any further queries, feel free to write back to us.

    Thank you!

  • bcroas
    Replied on July 15, 2020 at 11:10 AM

    Success! Thanks for your help!