How can I allow company clients to only view submissions?

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    kfiala
    Asked on March 18, 2015 at 11:49 AM

    Our business has an internal website where our consultants submit client notes. We have been using AdobeForms, and we're now forced to seek alternatives (like everyone else, it seems!). The most appealing feature that was provided by Adobe Forms was the option to publish the responses to these forms so we could create a link for consultants to go back and review their notes.

     

    I see there are currently two options to view submissions on JotForms: one is to download them into an Excel document or PDF, and the other is to log in to the site and review them. Neither of these is an ideal option for us. Sending a new document to consultant every time they meet with their client is not only time consuming but it also creates a lot of potential for confusion. I also cannot provide them access to the account, mainly because because it just creates too many opportunities to accidentally delete or edit a form, but most importantly the potential to accidentally read/edit another consultant's client notes.

     

    Is there an option to share a link to only view only the submissions that I am missing? Is this a feature that will likely become available in the near future?

     

    Thanks very much!

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    KadeJM
    Answered on March 18, 2015 at 02:29 PM

    If you mean that you want to only allow your clients to view your submissions then yes actually we do have a few options for you to do this.

    You may want to check out our Reports where you could generate an online report via a link to share with your clients so that they could view the submission information for your form(s). You may even like the Html Table or Gridlist options better since those can be embedded on a website.

    If you don't want to go that route then a second option would be to set them up as a Subaccount since our Subaccounts do allow you to set forms to view only. Your clients would only be allowed to view  submissions if specified. See http://www.jotform.com/help/232-How-to-Share-Forms-with-a-Sub-Account-User for further details.

    A third suggestion if you don't like either of those would be to use our google spreadsheets integration and then you could just share a link to your google spreadsheet.

    Lastly, if you still don't like any of those ideas you could alternatively send a copy of your submissions somewhere using our FTP Upload feature and your clients could access it that way.

     

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    kfiala
    Answered on March 18, 2015 at 02:32 PM

    I will give those a try, thanks very much for such a quick response!

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    david
    Answered on March 18, 2015 at 05:43 PM

    You are very welcome!  Let us know if there is anything else we can help you with or if you have any further questions and we will be happy to assist you.

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    Landings
    Answered on March 23, 2016 at 09:55 PM

    I tested setting up a Sub-Account to view submissions.  That was pretty straightforward.  However, the new user can not only view submissions, but can also delete submissions.  Is there a way to make this truly a read only and download option, with no way for the sub account holder to delete records?
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    Boris
    Answered on March 23, 2016 at 11:37 PM

    @Landings, in order to assist you better and so that our replies don't send unnecessary emails to the opening poster of this thread, your question has been moved to a thread of its own:

    https://www.jotform.com/answers/801585

    We will be supporting you with it there, shortly. Thank you.