User Guide

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A General Approach on Building an Approval Process Workflow

Different companies/businesses will always have their own approval process. Surely, we can't cover all of them so this guide will be leaning more towards discussing general guidelines on how to come up with a workflow that fits your requirements.Firs...

Allow Jotform to Be Filled out Only by Those with a Special Link

There are many reasons why you would need or like to have the jotform filled out only by people that you want to either for avoiding it being submitted by someone that should not, or to be able to have more control over the time of submission as well...

How to Include a Link on the PDF Copy of Submissions

Let's say you have a Contract Form. And, if you want to have the Headers and Texts that is on the form to show on the PDF copy of submission when you download it or when you include it in the email notification sent to you or in the email autorespond...

How to Send a Form via Email

You have two options to choose from when sending or sharing a form via email.The straight forward way is to send an email to your users and include the Form URL in it.1. On the Form Builder, click PUBLISH at the top.2. Then, click QUICK SHARE on...

How to Let Users Update Their Form Submissions at a Later Date

You can now let users update an entry on a later date. To do so, first create an auto-responder email if it is missing on your form (autoresponders exist by default on new forms). Then add an {edit_link} tag to the body of the ema...

How to Open Your Form in a Popup Window

There's an embed option to open forms as a popup window. To get an idea how that looks like:🔘 Click this link: Popup Form🔘 Or this button: Popup FormThese are called Popup Windows and if that's how you want to embed a form on your web...

How to Change the Text of the Edit Link in Your Email Alerts

You now have discovered how to add an edit link to your email alerts (notifications/autoresponders). That allows you or your user to edit the submission using the link. By default, the text shown in the email received is "Edit Submission". ...