Reduce number of Ready to Use Templates

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    Lou Ferris
    Asked on October 03, 2016 at 11:02 AM

    We are hoping you can help with our installation of JotForm.

     

    We have two challenges we are hoping you can help resolve.

     

    The first:

     

    We are using the hidden version of your API that you sent below.  (Thank you)

     

    As you know, when our user clicks to create a form, they are given two options.  Use Template Over 7500 Ready To Use forms or Blank Form.

     

    What we want to offer our users is the following:

     

    1)      Use Template

    2)      Blank Form

     

    The difference is that for Use Template, we want to only show approximately 10 templates that we have pre-created for them using your templates.  Our users will be too confused with ALL of the options you have.

     

    Can you please help us create this?  If needed, I can put you in direct contact with our programmer via Skype or email.  He is in India.

     

    The second issue:

     

    We really like the DocuSign widget integration but it seems that a user would have to create an account with them to use the feature within our site.  We want to keep them on our site and not have to create external accounts.  Is this something you can help us accomplish or give us instructions on how to integrate without that added step?

     

     

    Thank you again for all of your help.  We are very close to completing our site and go into Beta testing.  We are anticipating a VERY high volume of documents and so we are very much looking forward to working with JotForm for many years.

     

    Please let me know if you have any questions.


    Best Regards,

     

    Lou

     

     

  • Profile Image
    david
    Answered on October 03, 2016 at 02:32 PM

    What you could do, is give them the direct link to the form instead of the link to the template gallery.  Also, provide them with the steps on how to clone that form from the URL:

    http://www.jotform.com/help/42-How-to-Clone-an-Existing-Form-from-a-URL

    If users want to use a Docusign, they need a Docusign account.  There is no way around that.  Our E-signature and Smooth Signate widgets do not require external accounts:

    http://widgets.jotform.com/search/signature

  • Profile Image
    LouFerris
    Answered on October 03, 2016 at 02:45 PM
    Thank you for your help!
    ...