Wanting to create a Customer Requirements form

  • bluefiregroup
    Asked on November 11, 2016 at 11:59 PM

    Hi - can you give me some pointers on these things I'd like to do. 

    I want to create a form that our clients can use to tell us what they want in their website that we will build for them, the key aspects I am wanting are

    1. I want clients to be able to submit a form and then re-open the same form (using some special link) with their previous responses and edit again and add more details.

    2. I want them to be able to upload images and I'd like those images to all be put in a Google Drive folder or similar such as /Projects/{{client_name}}/files.....

    folder organization (or naming each file with the client name ) is vital  - i want to keep each clients files together

    3. Send the client an email with the special link in it that they can use to review their form at any time

     

    Thank you!

  • BJoanna
    Replied on November 12, 2016 at 8:21 AM

    You can allow your users to edit their submission by creating Form Autoresponder email and adding edit link. Inside of this guide you can find how to let users update their form submissions at a later date: 

    https://www.jotform.com/help/40-How-to-Let-Users-Update-Their-Form-Submissions-at-a-Later-Date 

    This guide can help you to create your form:

    https://www.jotform.com/help/2-How-to-create-your-first-web-form 

    https://www.jotform.com/help/ 

    I have moved your other question to separate thread and I will provide you an answer there shortly. 

    https://www.jotform.com/answers/988732