Can I email the actual form to my Clients?

  • Profile Image
    CKelly
    Asked on October 25, 2013 at 12:42 AM

    For them to fill out?  I want to be able to send them a client data collection form from my email and have them fill it out and then submit.

     

    Does jot form work in this way?  if so...where to I find directions?

  • Profile Image
    khrisell
    Answered on October 25, 2013 at 12:51 AM

    Hello,

    As I understand your inquiry, you wanted to send the actual form via email and submit it from there.

    Please correct me if I am wrong.

    However, to be able to send the form from your email, you need to embed your form on your email. But it is done within your JotForm editor not from outlook. You can send the form to your account and simply forward it to your clients if you wanted it to be done on your outlook.

    Kindly follow the steps below in embedding your form on your email.

    In your form builder, under "Setup & Embed" tab, click "Embed Form" 

    and select "Source"

    Copy the source code and click "Back" button

    Now, Click "Email"

     


    Enter the receiver's email and click "HTML" at the bottom.

     


    Delete the containing message and paste the source code you have copied a while ago, then click "update

     

    And hit the "Send Email" button.

     

    Now your user will receive the email with the actual form as the message.

    Kindly let us know if you have further questions or inquiry.

    Thank you for using JotForm. :)

  • Profile Image
    CKelly
    Answered on October 25, 2013 at 07:50 PM
    Fabulous – thank you ;)
    -- Warm regards, Cindy
    [Description: CK 50%]
    Cindy Kelly | Broker | John L. Scott
    Direct: 425.260.2017 | 11040 Main Street #200 | Bellevue, WA 98004 | Online: CindyKelly.NET | Efax: 425.671.3107
  • Profile Image
    EltonCris
    Answered on October 25, 2013 at 08:22 PM

    On behalf of my outstanding colleague, Khrisell, you're welcome!

    Should you need anything else, do let us know here.

    Regards!