User Guides

Jotform Report Builder gives you all the tools you need to customize the report of your form submission data. You can set a custom dimension for your report and change the background color on each page. You can also customize your report by...

Not to be confused with Import Submissions. Jotform makes it easier than ever for you to import data and manage your data in Tables. You can either import your data into a new table or an existing...

To help you stay focused and get more things done, Jotform Tables allows you to hide columns from the current view. You could do this in multiple ways. Tab Menu The first method is through the Manage columns under the tab menu. Click...

Grouping entries by answers provides a structured view of your form data, making it easier to analyze. This can be particularly useful when you want to perform operations on a specific group of entries. https://youtu.be/dB2OIRZfWKM To...

The Embed feature of Jotform's Report Builder offers an easy way to embed reports on your website or content platforms like Medium or WordPress without any coding. Being able to embed customizable Visual Reports that update as more submissions...

While you can create a visual report to see how many answers you have to certain form questions, the Summarize with a chart feature in Jotform Tables will help you get these numbers in just a few clicks. https://youtu.be/oyzyT32ddQo To...

In Jotform Tables, it's possible to respond directly to form submitters. You can also forward submissions to your colleagues. It is helpful if you want to stop getting email alerts and prefer sending messages directly from your Jotform...

A multistep approval allows multiple approvers to review and decide on requests before the process can advance to the next stage. For instance, you might need HR approval first, followed by setup approvals from IT or other departments. To...

The console tab in your browser allows you to view log messages and errors from a web page. The console report can give useful information when debugging or troubleshooting your form. This guide shows how to get the console report from your...

A nonprofit’s website can be the very first introduction to an organization for a potential client or donor — especially because “word of mouth” often occurs digitally through an e-mail, text, or link from a social media platform....

Paymentwall is a global payment provider that allows you to process credit card payments and local payment methods in 200 countries and territories. Paymentwall also accepts payments from e-wallets, bank transfers, cash, or prepaid. With multiple...

Jotform will stop sending emails when your email address is on the bounce list. There are several reasons why your email address may have been added to the bounce list. It could be due to a non-existent or inactive email address, your mail server...

Blogger is an online blogging platform that allows you to create multi-user blogs with time-stamped entries. You can add a feedback button to your blog as another communication channel with your audience....

Date and time stamping are useful in many cases. However, it's not part of the field parameters you can add in the email templates and thank you pages. You can add date and time fields in the form to do it, but it is not necessary if it's only...

You can request a BAA signed by Jotform if you like. After you enable features that help with HIPAA compliance in your account, you can request the BAA from the Data tab under the Settings page by clicking the “Sign BAA” button. View...

When registering to Jotform, you only need to provide your email address. Jotform will automatically create a username for you. To change your username, follow the steps below. https://www.youtube.com/watch?v=liywhpM8Bdg Updating...

Jotform API keys allow you to authenticate your information and connect your form data to third-party services or custom solutions. They serve as authentication tokens, granting access to specific features and data within Jotform....

This guide shows you how to require a minimum and a maximum number of checkboxes within a group that can be selected. For example, you may have a list of eight checkboxes, and you want to require the user to select a minimum of three options, but...

If you have added your own SMTP (Simple Mail Transfer Protocol) settings for a custom Sender Email in your email notifications, here's how to manage them. https://www.youtube.com/watch?v=aJeUwtepo54 Click your Profile Picture in the main...

To manage multiple fields, hold down the Ctrl key (for PC), or the Command ⌘ key (for Mac) to multi-select fields. You can also press Ctrl + A or ⌘ + A to select all fields. A menu will appear at the top that will allow you to manage the...

PayPal API credentials (Username, Password, and Signature) are necessary if you want to integrate your forms with PayPal Pro. These are separate details from your PayPal login information. https://youtu.be/-knauYhCMr8 PayPal Pro is...