How do we share form data with my client?

  • JGammon123
    Asked on September 29, 2020 at 7:50 AM

    Hello,

    As I understand, you can't give permissions to a client to access the form built for them as well as the form data and analytics etc.

    What we have resolved to do is give over our personal JotForm log in. There has to be a better way, I didn't want to do that. Would you be able to give an alternative suggestion please? Something a bit like JotForm enterprise where other users can access the form without the enterprise costs.

    Regards,

    Jack

  • Jed_C
    Replied on September 29, 2020 at 7:57 AM

    Below are your options.

    1). Share submissions page https://www.jotform.com/help/199-How-to-Share-Form-s-Submissions-Page

    2). Assign forms https://www.jotform.com/features/assign-forms/

    3). Create report so your clients can see the submissions https://www.jotform.com/help/326-How-to-Create-Form-Reports-in-JotForm.

    Let us know if you have any questions or if you need further assistance.  

  • JGammon123
    Replied on September 29, 2020 at 8:11 AM

    Thank you

  • JGammon123
    Replied on September 30, 2020 at 5:33 AM

    With this option: 1). Share submissions page https://www.jotform.com/help/199-How-to-Share-Form-s-Submissions-Page

    When my client goes into the generated link and tries to collect the submitted data, the attachments go through to a 404 page. Is that because they don't have their own JotForm log in? What would you suggest to get around this?

  • Jed_C
    Replied on September 30, 2020 at 6:36 AM

    That means you have the privacy option enabled to allow users to login to view the attachment. Please go to this link https://www.jotform.com/myaccount/settings and uncheck the "Require log-in to view uploaded files." in Privacy section.

    1601462191 5f745fafe240f JotForm · My A Screenshot 10

    Try that and try again. Let us know if you have any questions or if you need further assistance.

  • JGammon123
    Replied on September 30, 2020 at 7:15 AM

    Thank you Jed_C. I think that has worked!