User Guides

Subject lines in email templates are composed of unique values. They're dynamic enough, so your emails aren't sent and received in a single thread. If you'd like to change it, you can do so through the email settings. Keep on reading if you'd...

When you add new fields to your form, the fields are optional by default. Meaning your users can submit the form without answering those fields. If you want the field to be required, you will need to set the field as required....

When spreadsheet data needs to be collected, analyzed, and submitted in a simple spreadsheet format, the Spreadsheet widget is the ideal tool you can use. Your form users can now submit structured data sets that you can use in a spreadsheet -...

To provide you with a quick way to get started with Jotform Apps, we've created a number of app templates that cover several categories. Choose a template to schedule appointments for your hair salon or a template to take bookings for your...

MailerLite is email marketing software for businesses of all shapes and sizes. You can integrate your Jotform form with MailerLite to seamlessly update your email list. The integration is quick and easy! Please watch the following video or...

The Jotform PDF Editor is used to create customized PDF documents. With the functions of new Action Buttons - you can send the PDF document as an attachment to an email address whether manually or fetched from a field in the submission. In...

Zapier is an automation tool that connects your favorite apps in simple steps. Its flexibility allows you to integrate apps conveniently. You can interconnect two or more apps to automate repetitive tasks without coding or relying on developers...

With Jotform Teams, you can change the roles and permissions of your Enterprise server's team members. To assign roles to your team members Log in to your team admin account. In My Forms, open your team's menu on the left. Select...

appyReward is a platform that allows you to automate rewards-based promotions. You can reward survey completions, sweepstakes winners, and subscribers. Now you can integrate your Jotform surveys with appyReward, so you can automatically send...

As a Jotform Enterprise administrator, you'll have complete control over your server. You can add and manage users, view and manage forms, and view logs — to name a few. You can also update your server settings, which include the option to add...

When you set up an email notification and include submission data as a PDF attachment, the default filename in most cases is the respondent's name. You can customize the PDF filename to create more informative and organized attachments for your...

When you first features that enable HIPAA compliance, you'll need to be aware of some initial differences: Security Integrations Approval Workflows Emails What Else? Security With Jotform Enterprise, your Data is encrypted...

Jotform Tables makes it easier to manage your form data. Filters can help you search entries by dates, status, tags, terms, or answers. You can download, delete, or archive the filtered entries or save them into...

If you need to create a hard copy of your form data, you can print entries in Jotform Tables. Printed documents can be more convenient in some situations like during presentations or when in a location with limited internet...

The column headings in Jotform Tables represent the field labels on the connected form. In some cases, you may find it helpful to rename these columns to something descriptive and meaningful to easily interpret...

Jotform branding can be removed from your forms once you have a paid subscription. See Jotform Pricing for more information. After upgrading your account, you can remove the branding from the settings...

What makes people want to give charitable contributions? Motivations include altruism, a sense of fairness, societal pressure, the desire for recognition, wanting to leave a legacy, wanting to impress others, religious or spiritual beliefs, and...

Highrise is a Customer Relationship Management software that helps you track people, conversations, and tasks to keep your relationships fresh. With Jotform's Highrise integration, you can automatically send new contacts or cases to your...

With the Jotform's Export Data feature, you can download all your forms as HTML files, your submission data as a CSV file, and uploaded files, all in a single ZIP file.  Exporting your data is similar to downloading your form submissions....