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How to use Notification and AutoResponder emails in HIPAA accounts?

HIPAA Compliance requires protection of sensitive healthcare data in every possible way. JotForm takes the necessary measures to protect healthcare data while they are stored in JotForm HIPAA Compliance system. However, sharing this data on insecure ...

How to include submissions as PDF attachment in the email notifications?

UPDATE: We are excited to announce that we have just released the new version of JotForm PDF Editor. With JotForm, it is possible to attach submission PDF files to notification emails and track your submission data directly...

How to receive the BAA for my HIPAA account?

The Business Associate Agreement (BAA) signed by Jotform is provided as a PDF file when you complete upgrading to HIPAA Compliance. Download Sample BAAJotForm's Business Associate Agreement if automatically generated during upgrading to HIPAA Complia...

How to set PHI fields on your forms?

HIPAA Compliance requires protecting sensitive healthcare data in every possible way. However, it is quite common that not all fields in a form is contain protected health information. In other words, you may be collecting non-sensitive regular data ...

How to understand your forms are HIPAA Compliant?

HIPAA Compliant accounts and the forms are marked with a HIPAA Compliance badge.Here is how it looks on JotForm accounts:Here is how it looks on Card Forms:Here is how it looks on Classic Forms:HIPAA accounts are served from hipaa.jotform.com. You ma...

How to remove HIPAA Compliance Badge on the forms?

HIPAA Compliance introduces a high level of standard for protecting sensitive healthcare data. Together with HITECH, it defines a framework for managing and securing ePHI (electronic protected health information). HIPAA Compliance is not a choice and...

Pass an Input Field to a Text Field

If you stumble upon a scenario where you needed a visual confirmation of what your users filled out on your form before they submit it, there's a chance you might have used our Preview Before Submit widget.But what if you needed something a little si...

How to Skip Pages Using Conditional Logic

In this guide, you will be able to use conditional logic to skip pages based on user's form field input.First, you'll need to be familiar with the "Conditions", please check this link for that guide.Now let's get started.Here's a sample for...

How to Manipulate Text (String) with Conditions and Calculation

When integrating forms with your current existing workflow, oftentimes, you'll find yourself stuck on something really specific, like:🔘 Generating links based on user input🔘 Auto-generate email addresses🔘 Create a comma-separated set of valu...

How to upgrade to HIPAA Compliance?

Important Notice 1: HIPAA compliance is available only for Silver and Gold plan. If you are not on any of these plans, you need to upgrade Silver or Gold plan first. Here is a more detailed user guide about how to upgrade your account: https...

JotForm HIPAA Compliance

JotForm HIPAA ComplianceLearn how JotForm not only complies with HIPAA, but 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 lo...

How to Download and Start using the JotForm Mobile App!

Using your forms and submission data while on your computer is great tool to have but why not take it a step further to supercharge that ability and take your data with you on the go!How do you do that you ask? It's no secret really, We have...

Send Notifications to Multiple Recipients

If you'd like notification emails to be received on multiple email addresses, follow these steps:1. Click SETTINGS at the top > EMAILS on the left > place your mouse over the notification > then hit the PENCIL icon to edit it.2. ...

How Can I Cancel My PayPal Subscription?

If you are trying to cancel your subscription that you have created directly over PayPal and are receiving an error telling you that you should contact support, or you get a message that it will be cancelled manually and you need it cancelled now, yo...

Which Form Embed Code Should I Use

JotForm’s Publish wizard has many options. Which one is best for you? This simple guide will help you find the right solution for your needs.To access the publish wizard, click the PUBLISH tab at the top of the FORM BUILDER.OPTION 1: DO YOU USE ONE...

How to begin Viewing your Forms and Submission Data in the JotForm App

Logging into your JotForm Account through the App is one thing but it's another to start looking through the app trying to figure out how exactly it works and how to use it. Sometimes that alone can become a daunting task so we've created th...

Whitelisting JotForm IP Addresses and Domains

Please contact your email service provider and request them to add JotForm's IP addresses to their whitelist.It is also a good idea to add noreply@jotform.com and noreply@formresponse.com to your contacts lists and whitelist our common domain names b...

How to Setup a Recurring Payment Option

Let's say your magazine site sells subscriptions, and you want to allow users to make payments periodically , but you don't want to bother them to come back to your site and fill out the form each month. Or, let's assume you run a charity site, and y...

How to Add Tax to Your Payment Form

JotForm's payment integrations allow you to add sales tax to the products you sell, whether tangible or not.This feature is available for the following payment gateways:🔘 PayPal (Standard)🔘 PayPal Express🔘 PayPal Pro🔘 St...

How to Cancel a Subscription and Downgrade Back to Free

If you want to cancel your subscription, please follow the steps below:1. Make sure you are logged in using your JotForm account/username at http://www.jotform.com/login 2. First, click the human icon shape at the top right corner and click ...

How to Create File Upload Forms

There are several ways to accept uploads on your forms each with its own ups and downs, this guide will show them all.Option #1: Add a File Upload Field to your formThis is the easiest way to allow your users to upload a file to your form, a...

JotForm Mobile App Lets You View And Share Forms Quickly

Sometimes you might be on the go and you probably don't have your computer with you but with all things considering you most likely have your phone or tablet with you.In these cases if for some reason you run into that one person that you want to sho...

How to Create a Basic Multiple Payment Form

First thing that you'll need to do is identify how many payment methods you would like to use.  In this example, we'll have two payment methods, PayPal and Purchase Order.In our case, we will have a total of three forms:FIRST FORM: Primary f...

Paypal Incomplete Payments FAQ

What is IPN?IPN (Instant Payment Notification) is a POST message sent by PayPal (for regular merchant accounts) whenever a transaction is completed on their side. This message contains all the data regarding the payment transaction completed by a for...

How to Setup a One-Time Payment Subscription

JotForm supports a handful of Payment Processors that would allow you to collect payments through your forms. You can sell products, get a user defined amount, collect donations or sell subscriptions.When dealing with subscriptions, you may need a wa...

How to Find the IP Addresses of Form Respondents

There are various options on how to obtain the user's IP Address from your submission data. If you need this information, you can have it by following the steps below:A. See the IP Address from Your Form Submissions Page1. Login to your account and g...

How to Properly Add, Change, and Test a New Email Recipient Address

A common problem is that you may have tried to change your Email Notifications to have them sent to a different email address, but when you test it you find out that it has only gone to your old email.Here is a simple guide to help educate you on how...

How to Create Multi Page Forms

Using page breaks is extremely easy but we need to know when or where to use them. Some like to use it in job applications and some use it in surveys. Teachers use them in quizzes and organizers use it in event registrations. The most import...

How to Update the Multiple Payment Form

You have a Multiple Payment Form, but you want to setup your own payment method? This guide will show you how to update the Multiple Payment Form. Let us get started.1. Access my forms and look for the base form that houses your payment forms. Click ...

Bugfix List for iOS App

Here's a detailed list of recent and archived bugs fixes for our iOS Mobile App in the iTunes App Store.NOTE: A handful of our mobile app users have been experiencing some rare unfortunate issues even though not many since it works well for most. As ...

How to Integrate Stripe with your Form

Collecting credit card payments is hard for startups and small businesses on the web. You need to apply for a merchant account, make sure your servers are PCI compliant, implement credit card sanity checks and write server side code to integrate with...

Understanding Your Account Usage and Limits

Confused on how your account limits work? Don't worry, in this guide we got you covered. Here, we will help you understand the different limits that your account has based on the subscription or plan that you are into.First, please visit our PRICING ...

Keeping Form Field Order While Viewing Submissions On The JotForm Mobile App

NOTICE: As of iOS App Version 3.8 this problem should now be resolved but, if you experience this issue please first make sure you have at least Version 3.8 and later installed otherwise open a thread or report it to us at ios@jotform.com .A common i...

How to Enable IPN on your Paypal Account

IPN (Instant Payment Notification) is a POST message sent by Paypal (for regular merchant accounts) whenever a transaction is completed on their side. This message contains all the data regarding the payment transaction completed by a form user. Go t...

Show or Hide Multiple Fields at Once Using the Section Collapse Field

In this tutorial, we will be learning how to hide or show multiple form fields based on a single conditional logic - using Section Collapse field/element. Before to proceed, we must get acquainted with Section Collapse field first. What ...

How to change my Payment Method

This guide is only applicable for the subscriptions paid via FastSpring or Stripe, two of our trusted payment processors.Here's how:1. Click the user icon found on top of the page2. Click the Account text link3. Go to the Billing tab then cl...

How to Send Custom Data to Stripe Payment

With Custom Data, it is now easier to include custom descriptions to the data in Stripe payment integration. You can now directly attach key-value data descriptions to charges, customers, and most other data in Stripe payment. As with the ot...

How to Manage Multiple Fields

To manage multiple fields, hold down the CTRL key (for PC), 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 multiple fields ...

How to Upgrade My Account

***IMPORTANT NOTICE: Make sure you are logged into your JotForm Account before proceeding. Also, please note that All Subscription Plans are Automatically Recurring meaning they will re-bill you in the future on the Date of Purchase unless y...

How to Capture Stripe Payment Authorization

There are situations when you just want to capture a customer’s payment information and keep it on your Stripe dashboard so you can charge them later with whatever amount necessary.JotForm makes this workflow easy for you. Here’s how:1. Add the S...

Learn to use the JotForm Mobile App for Creating and Editing Forms!

It is now possible to Create and Edit forms using your mobile form thanks to our Form Builder Version 4 so let's take a look at how to do that with ease!We'll safely assume that you already have the JotForm Mobile App installed but, if you don't then...

Create a Custom Thank you page with Auto-redirect

The following workaround will help you achieved the thank you message plus redirection to a page after form submissions.A. Create your Custom Thank you page with the redirect script.1. Open your favorite text editor such as Notepad.2. Paste the follo...

Auto-Popup Lightbox Embed Form With Cookie Using Javascript

This guide will help you setup a Lightbox embed form that will automatically load based on the cookies of your user. This is originally based on this guide. However, that uses PHP script, this version of the guide uses a simple Javascript.This script...

How to Change the Email Address Used for Notification Email?

If you want to change the email address where the Email Notifications go to when a submission is made to your form follow the steps below. 1. Click the Edit Form button next to the form that you want to edit. ...

Hide or Show Multiple Fields at Once

In this guide, you will learn how to show or hide multiple form fields at once. This is a great tool if you want to show fields based on another field answer. This would tidy up your form and make fields visible only when needed. So, assuming that th...

How to view Encrypted Submissions in the iOS Mobile App

Caution: Preview Before Submit Widget will create a conflict with the encryption process and the data will not be encrypted. Please do not use this widget on your encrypted forms!Keeping your forms and submission data secur...

Add a form to Flash

There is a few ways to get a JotForm integrated into a Flash based website. This guide explains how to create a lightbox effect in which your Form is shown when a user clicks a button in your Flash website. It is for Actionscript 3 versions of Abode ...

Configuring PayPal Express Integration

Getting startedJotForm's PayPal Express integration requires a Business PayPal account. If you don't have one yet, sign up or upgarde your existing Personal account.If you want to use PayPal's pop-up (in-context) payment system, the items you are sel...

How to Strip Headers from Postal Addresses in Email Alerts

The Address field is a great way to quickly insert a postal address into a form. However, by default, email alerts include the headers such as:-Street Address-Street Address Line 2-City-State/Province-Postal/Zip Code-Country Step 1: How to a...

How to Enable IPN for Paypal Pro

1. Log on to your Paypal account 2. Click Profile on the My Account tab.3. On the Profile page, under Selling Preferences, click Instant Payment Notification preferences4.  Click Choose IPN Settin...

How To Have Two Column Payment Form

This guide will show how to minimize the length of your Payment Form that has a lot of products/items on it.Allowing the users to view all information all at once on a form is an important aspect of an efficient and useable form.Stylize the default&a...

How to integrate GoCardless to your form?

GoCardless is creating a new international payments network to rival credit and debit cards. It's ambition is to break down barriers so businesses can quickly and easily take payments from anyone, anywhere in the world. You can learn more about GoCar...

Form Field Positioning

Field positioning is essential in designing your forms to match your website structure. There are times you want to keep two or more fields on the same line (side by side). Other times, fields will need their own lines. Luckily, JotForm provides diff...

Create Sub-Products Based on a Product Option

There are times when you offer a product with multiple variants and you want your customers to be able to choose many of them. Instead of creating a separate product entry for each variant, JotForm can automatically create sub-products for you by spe...

How to Enable Payment Authorization

When you are selling physical items or items that need your approval prior to delivery to the customer, you may sometimes want to get payment authorization only and capture payment at a later time when needed.Luckily, payment authorization is availab...

How to integrate Stripe ACH to your form?

What is ACH?Automated Clearing House (ACH) payments allow you to receive payments directly from a customer’s bank account instead of using credit or debit cards. ACH payments are provided with lower fees than card payments but also require addition...

Recurring Payments With Dwolla and JotForm

Unfortunately, Dwolla is discontinuing this product as of October 2018. Please check our great alternatives here! To start with receiving recurring payments with Dwolla via JotForm:1. Create a Dwolla application for JotForm (take note of the applicat...

How to integrate Paymentwall with your form?

Paymentwall widget integration is available on JotForm now. Paymentwall widget integration provides effective local solutions for your e-commerce. It is a secure tool that provides getting paid online. It allows 5 billion people to make payments usin...

Setting Up Dwolla Integration With JotForm

Unfortunately, Dwolla is discontinuing this product as of October 2018. Please check our great alternatives here!Getting StartedA Dwolla merchant account is required for this integration. Sign up for a Dwolla account if you don’t have one yet.To st...

How to Create an RSS Listing Report

RSS (Rich Site Summary; often called Really Simple Syndication) is a type of web feed which allows users to access updates to online content in a standardized, computer-readable format. These feeds can, for example, allow a user to keep track of many...

How to Limit the Number of Selections on a Checkbox Field

On this article, we'll guide you on how to require a Minimum and Maximum number of checkboxes within a group that can be checked. For example, you may have a list of 8 checkboxes, then you require the user to select a minimum of two (2) options but w...

How to Strip Payment Labels and Separate Payment Info on Email Alerts

You can now strip the payment labels in email notification by adding payment suffix in the payment field tag. This way you can freely separate each payment info without its labels. This is useful if you're going to create a custom email message with ...

How to Add Shipping Cost to Payment Forms

With our shipping feature, you may now specify a cost for shipping each item or set a weight value for each item. Assuming that you have already added the product items to your form, you can navigate to the Shipping tab in the payment wizard.1. Click...

Stripe Forms: Fetch Coupon Code from Stripe

Here is how you can fetch coupon codes from your Stripe account: 1. Open your form in the Form Builder and then click on the wizard icon near your Stripe integration question.  2. On the first page of the Stripe Wizard, cli...