Jotform Enterprise Onboarding

Best practices from day one

Jotform Workflows for Enterprise
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How does Onboarding work?

1

Consultation

Tell us about your use cases and unique needs. We’ll walk you through different ways to leverage the platform to achieve your goals.

2

Training

We’ll provide suggestions on structuring your forms and workflows to help your team consider long-term implications and identify best practices.

3

Resources

You’ll have access to training resources and recorded sessions for reference and future onboarding.

What you get with Onboarding

3 Hours of training

3 Hours of training

Our customer success experts will deliver three hours of tailored instruction. You can use this time as you wish, all at once or in separate sessions. You can even bank time for new users and/or new use cases in the future

Personalized Demo

Personalized Demo

Receive a personalized platform demo to go over the most applicable features for your specific use case. Get expert recommendations for achieving your organizational goals.

Training Resources

Training Resources

You’ll have unlimited access to your Onboarding learning resources.

Would you like to share these benefits with your team or manager?

Summary Document

Discover Jotform Enterprise premium benefits

Local Data Residency

Host your online forms and submission data in a local data center with Jotform Enterprise. Collect submission data from any device and store your data in any part of the world.

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Team Workspace

Foster department and cross-functional collaboration with Jotform Teams workspaces. Effortlessly build and share forms, tables, reports, and apps. Monitor team activities and secure data with role-based access.

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User Management

Effortlessly manage users, activity, mobile use, and more from the Admin Console dashboard. Grant organization- or team-level administrative access to adjust user permissions as needed.

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Custom Branding

Customize the look and feel of your forms — including the URL — with Jotform Enterprise. Create consistent, on-brand experiences for your organization and your clients.

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Single Sign-On (SSO)

Jotform Enterprise offers single sign-on (SSO) login options to streamline and secure access to forms, submission data, and more. SSO prefill can speed up form-filling, increase conversions, and improve data accuracy. Multi SSO allows seamless login through multiple identity providers like Google and Microsoft, enhancing security, accessibility, and the user experience for dispersed teams.

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Advanced Security

Protect your data with 256-bit SSL encryption and PCI-DSS Level I payment certification. Features to enable compliance with HIPAA, SOC 2, and other standards are also available.

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Professional Services

Looking for more professional services?

Looking for more professional services

Check out Jotform Enterprise Professional Services for expert-built forms, custom workflows, and implementation support.

Connect with our experts

Schedule a demo with one of our representatives to explore how Jotform Enterprise can support your goals — and your organization.

  • Unlimited Usage
  • Multiuser Platform
  • Dedicated Support
  • User Management & Access Control
  • Single Sign-On
  • Service-Level Agreements
  • Local Data Residency
  • Professional Services
  • HIPAA Compliance Solutions
  • Custom Branding
  • Custom Domain

FAQ

  • What is Jotform Enterprise Onboarding?

    Jotform Enterprise Onboarding is personalized training that lays the foundation for long-term success and teaches your teams to harness the full power of the platform.

  • What does Jotform Enterprise Onboarding include?

    Onboarding includes three hours of instruction delivered as you wish — over one or multiple interactive sessions. You’ll get a personalized platform demo, expert suggestions for achieving your goals, and training resources for future reference.

  • Which Jotform plans can benefit from Onboarding?

    Onboarding is open to all Jotform Enterprise customers. Any organization that wants assistance with onboarding and platform adoption can benefit from this service.

  • What types of support and training are available through Jotform Enterprise Onboarding?

    Training for general platform use and industry- or organization-specific implementation is included. Plus, customer success experts are available to answer any questions you may have.

  • How can these services help us tailor Jotform to our specific business needs?

    Organizations in different industries may find different uses for Jotform Enterprise features. With Onboarding, we help you identify which Enterprise features are best suited for your specific use case.

  • How do I request Jotform Enterprise Onboarding?

    Contact our Enterprise Sales team to discuss your unique needs and schedule a Onboarding.

  • I am already an Enterprise customer. How can I request Onboarding?

    Jotform Enterprise customers should contact their account manager to request Onboarding. You can also submit a request by contacting the Customer Success team.

  • What is the typical duration for Onboarding?

    Onboarding includes three hours of interactive training delivered as you wish. You can choose one or multiple interactive sessions, and even bank time for new users and/or new use cases in the future.

  • Does Jotform Enterprise Onboarding include hands-on assistance?

    Yes. After identifying your unique needs, our team will work on customizing your Enterprise Onboarding experience.