User Guides

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...

A webhook is a powerful tool that allows you to build and automate real-time communication between applications. One example is sending your form data, particularly from Jotform Sign, to your endpoint or other apps. Follow the steps below to...

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...