Journaling Form for Clients to Use

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    Asked on July 22, 2014 at 03:57 PM

    Looking for an automated way to allow clients to answer a few simple questions prior to each session....the answers would ultimately go into a separate document or online journal made for the client's viewing. Each time they do an entry, the info goes into the same nice journal or table that is uniquely their own. (Not a spreadsheet, something semi-pretty). They can access this because a link is generated. Is there an app already out there that does this? I know how to do google spreadsheet form to googlespreadsheet and I found a zap to turn the entry into a document but it's a separate doc each time and not very pretty. I use dropbox and can also either use wordpress or weebly for my two sites.

    I just found your service and I'm curious if any of your forms do this? If they do and sync with dropbox, that's great because I create a separate folder for clients anyway, so if it can dump the info into a doc in their folder, that would be useful. Thanks in advance. Hope you can help me create something easy and cool

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    Answered on July 22, 2014 at 05:16 PM


    You can integrate our forms with Dropbox:

    Google docs/spreadsheets

    Customize the email notifications and responses to let your users know their submission has been received:

    The first is on setting up notifications sent to you:

    The second is how to setup notifications to your users:

    Unfortunately we also provide an individual document with each submission but you can create a visual report of of the submissions as a whole if you would like something a bit easier on the eyes:

    Please let us know if you have any other questions and we will be happy to help.

    Thank you for using Jotform!