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Jotform for Salesforce Discover NowThe Sign Builder does not allow you to customize an uploaded document, so if you want to have a document you can edit to match your branding, Jotform suggests using a Sign Template as it is customizable to your preference....
The Starter plan of Jotform allows you to use most of Jotform's products and features for free. You can use this to try out Jotform as much as you like -- all you have to do is create a Jotform account. There's also a heap of helpful information,...
While you can manage and download your Jotform Sign documents through Sign Inbox, you can also do the same through the Jotform Tables. Accessing Jotform Tables of a Sign Form My Sign Documents only provides you an option to access the Sign...
https://youtu.be/3mwHKTEXSNk As part of Jotform's commitment to handling your data with care, we added a privacy option in your account settings where you can only view or download the uploaded files in your form when you're logged in to...
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...
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...
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 If-Else Condition element allows you to change the flow of the approval process based on certain conditions. For example, you can process approvals only when a specific option is selected from a multiple-selection field or send different...
Jotform has been supporting Square Recurring payments since January 2019. You can collect your subscriptions and recurring payments by using Jotform with Square. We are using the Card On File feature of the Square. This way, Jotform users can...
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...
Add "reverseButtonText: true," to your feedback code. An example is below: new JotformFeedback({ formId: "1***", buttonText: "Untitled Form", base:...
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...
Proper capitalization demonstrates attention to detail and makes the content more readable and polished. Capitalizing the initial letter of field values in your notification or autoresponder email enhances the overall appearance and...
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...
