User Guide

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How to Create a New User or Admin on our Enterprise Server

Depending on the number of seats you have bought for your Enterprise server, you can create new users or admins. To create a new user please follow the steps shared below: Step 1: Go to your account’s Admin page.Step 2: On the Admin page, ...

How to View Form Submissions

So your form has been getting lots of responses, and you need a central place where you can view all the submissions, edit them, respond to them by sending emails, print them, flag them for reading later - Delete them, download excel and CSV files am...

How to Set Reminder Emails for Your Forms

With reminder emails, you can send yourself or a colleague daily, weekly or monthly emails to remind filling a form. Are you planning a long-spanned project? Then let's get you familiar with Reminder Emails that will help you organize and ...

How to Add Metadata to Your Box Uploads

Box Metadata allows you to define and store custom data and associate it with files that are uploaded through your JotForm.Do note, however, that this feature is available only to Enterprise Box accounts.Creating a Metadata TemplateTo get started, yo...

How to add a form to DotNetNuke

Adding JotForm forms to DotNetNuke page is pretty easy. After creating your form, follow this steps to get your form's iframe code and embed it in your DotNetNuke page.Steps:1. Open your JotForm in edit mode2. Click the &qu...

How to Integrate your form with Insightly CRM

Insightly is a premier, easy to use service for project management and CRM. With the JotForm to Insightly integration, you will be able to manage leads and contacts with more efficiency. This will help you work easily with organizat...

Create tasks in Asana with JotForm submissions

Asana is a premier platform for working with your team. It makes tracking projects, tasks and activities incredibly easy, inspiring robust engagement with all the team members as you move towards your objectives. Simply put, Asana is the go-...

How to Integrate a Form with Google Drive

Google Drive is a great way to share your files among different computers and mobile devices. Integrating your form with your Google Drive account takes less than a minute. Once you complete the integration, when someone submits your form we will ins...