Can I store individual files

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    SAM DIFRANCO 
    Asked on December 11, 2020 at 03:25 PM

    Can I have a client sign in and fill out an intake form and then keep their intake form and the follow up progress counseling notes in an individual client file?

    Also, if I sign up and have documents in storage, how do I retrieve them? Also, if I have documents in storage and discontinue your service, can I access the stored files at a later date?

    Thank you for your help.

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    Gaetan_B
    Answered on December 11, 2020 at 05:20 PM

    Q: Can I have a client sign in and fill out an intake form and then keep their intake form and the follow up progress counseling notes in an individual client file?

    I am not sure I understand the workflow you would like to have, could you give us an example?


    Q: if I sign up and have documents in storage, how do I retrieve them?

    You can download the submissions: https://www.jotform.com/help/73-how-to-download-form-submissions-as-excel-csv-pdf

    And you can also download the files: https://www.jotform.com/help/356-how-to-download-the-submission-files


    Q: if I have documents in storage and discontinue your service, can I access the stored files at a later date?

    If you are over the limitations of a FREE account, some of the data won't be accessible as per those limitations.

    Should you want to terminate the service, I would recommend you export your data: https://www.jotform.com/help/374-how-to-export-all-of-your-data-at-once


    Should you have any further inquiries, please don't hesitate to reply to this thread.

    Gaetan