User Guides

Payment Authorization is one of the features available in Jotform's payment integrations. It's a two-step payment solution that lets you authorize and capture a payment later. This feature is helpful if you wish to preapprove payments before...

Box Metadata allows you to define and store custom data and associate it with files uploaded through your form. Metadata is a feature reserved for Business Plus, Enterprise, and Elite Box accounts. For more information, visit: Using Metadata....

With Salesforce Legacy integration, you have the option to add new records to your Salesforce Campaign. If you want another way to integrate Jotform with Salesforce, check out our listing in Salesforce AppExchange. All you need to do is to...

This is a guide that will help you setup an external notifier if your Jotform email alerts failed to send or were in the bounce list.  Please note that this is for advanced users or who are familiar with programming.  Here are the...

There are many possible reasons why notifications might not be going through. Here are some common methods for troubleshooting. Check the Email Notification’s Recipients The Email Notification recipient email address is where you want the...

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...

You can add comments and replies to entries and submission data in Jotform Inbox. Easily communicate with your colleagues when you share your form inbox to collaborate. Adding General Comments A general comment is when you add a comment...

Jotform Apps provides ways to manage your custom apps effectively. Whether you want to temporarily pause an app's functionality or permanently remove it from your environment, understanding how to disable or delete apps is essential. Disabling...

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...

With the functions of Action Buttons, you can send your form's file uploads and PDF copies of the submissions to file storage services such as Dropbox and Google Drive right from Jotform Tables. This process will help you get your files or...

ClickUp is a powerful cloud-based collaboration and project management tool suitable for businesses of all sizes and industries. Its features include communication and collaboration tools, task assignments and statuses, alerts and integrations...

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...

https://youtu.be/cWcLIrfyjio All sign requests are logged at Sign Inbox as soon as you send the document to other parties for their signature. It allows you to track which documents are waiting for your signature, the documents you signed...