User Guides

Gmail is a great alternative for sending form emails via Simple Mail Transfer Protocol (SMTP) if you don't have a business email address. When using Gmail SMTP, one requirement is to enable two-step verification for your Google account. For more...

From online to in-store; from merchant acquiring to payment gateways; from alternative payments to omnichannel and secure cross-border e-commerce; from white-label credit solutions to mobile order and delivery platforms, Paysafe offers merchants...

Sofort provides a convenient and secure way to complete transactions without needing credit cards or e-wallets. With Sofort, your customers can pay for goods and services directly from their online banking accounts, eliminating the hassle of...

Learn how Jotform helps you comply with HIPAA and builds a better, more secure environment to mitigate your risk and help you prove compliance with HIPAA. We did the hard work so you don’t have to, and you can inherit a lot of the work that...

You can assign different roles and responsibilities when adding users to your Enterprise server. Each user will have their own login credentials and can customize their settings according to their preferences. Inviting a User by...

By enabling the Require SSO option, your app users would need to log in to their single sign-on provider (e.g., Okta, OneLogin, Duo Security, etc.) in order to view or use your app. Single sign-on, commonly abbreviated as SSO, is a safeguard...

If you already have your app on Jotform platform and you want to add a product list to the app so customers can buy products right from your app, this instruction will show you how to implement this. From the My Forms page, click on the arrow...

Once you’ve built your store on Jotform, you can embed it into your Wix website with these simple directions. In the Form Builder, click on the Publish tab. Then click on the Embed tab on the left side of the screen. In the Embed...

Once you’ve built your store on Jotform, you can embed it into Google Sites with these simple directions. In the Form Builder, click on the Publish tab. Then click on the Embed tab on the left side of the screen. In the Embed tab,...

Once you’ve built your store on Jotform, you can embed it into your Weebly website with these simple directions. In the Form Builder, click on the Publish tab. Then click on the Embed tab on the left side of the screen. In the...

To better serve our Jotform Enterprise customers, we created a new system so you can request support from within your Jotform Enterprise account. Follow the instructions below to create a support request. How to Submit a Support...

In Jotform Teams, team members can track and monitor the changes and activities of their teams. Here's how: Go to My Forms and select your team on the left. Click on Team Workspace at the top. Next, click on Activity on the...

As a team admin in Jotform Teams, you can customize the look and feel of your team workspace. Change your team's avatar, cover, name, or URL in Team Settings. To open Team Settings Log in to your team admin account. In My Forms, open...

With Jotform Teams, you can make your team workspace available to others at various access levels depending on your preference. In the shared workspace, click the button in the middle of the screen that says Invite Team Members. If...

When using Jotform Teams, users may want to be part of other teams so that they can access to other assets that belong to other teams. In the My Forms workspace, click the Teams button on the top right side of the screen. You’ll be...

To successfully integrate Jotform and Salesforce to create Salesforce forms, you have to make sure API access is turned on in your Salesforce account, not just Jotform. Salesforce editions that enable API access are: Enterprise...

Jotform now has a mobile app dedicated to its Enterprise Customers! Now you can access the admin console from your phone and sign into Enterprise directly. Where to Download Go to the app store from your phone and search Jotform Enterprise...

With Jotform Tables, you can easily get the sum of your form fields using the summary feature and Advanced Formula. To get the sum of fields in a column In Tables, open the column's Add Summary menu at the bottom. Select Sum from the...

One of the components of Jotform's Approval Workflow is the ability to remind people of their pending tasks in the overall workflow process. Some people are busy and could overlook important matters, so reminding them is essential to keep the...

Two-factor authentication (2FA) helps you protect sensitive information and prevent unauthorized access to your Jotform account. This type of security requires you to provide a second form of identification before gaining access to your...