Workspace

Workflows help you automate processes by connecting forms, actions, and logic into a single flow. In this guide, we’ll go over creating workflows directly from a workspace, as well as from an existing form. Create a Workflow from the...

AI template creation allows you to generate a new form using AI prompts and then publish it as an organizational template. An organization admin needs to enable this feature first. In My Workspace, click on Templates in the upper right-hand...

Analyze and present submission data collected from Forms and other assets. Using the Filter and Sort menus, organize Reports in a Workspace based on your needs. Then, use the Search Bar to find a specific Report. In this guide, we’ll go over...

Sign Documents help you send, manage, and track documents that need legally binding signatures. View and organize Sign Documents in a workspace using the Filter and Sort menus, or search for a specific one using the Search Bar.  Only Sign...

AI Agents help automate conversations and take action across any connected assets, such as Forms, Workflows, and more. View all AI Agents in a Workspace using the Filter menu, organize them from newest to oldest using the Sort menu, or search for...

Boards help you organize tasks and track progress across your assets. Organize all of the Boards in a workspace using the Filter and Sort menus, or search for a specific Board using the Search Bar.  Using the Filter Menu This menu can be...

Apps are a great way to bundle Forms, links, and other documents in one place. Want to find a specific app in a workspace? Use Filters to see all Apps in a Workspace, the Sort tool to organize them, and the Search Bar to find a specific App. In...

View all workflows in a space using filters—then, organize them using the Sort menu or use the Search Bar to find a specific one. In this guide, we’ll go over how to locate and view specific workflows from the Workspace, as well as accessing...

Want to see a specific Table? Using the Filter, Sort, and Search tools, you can quickly organize your workspace to find a specific standalone Table or sort them from newest to oldest. In this guide, we’ll go through the different ways you can...

Finding specific forms in a workspace can be daunting – especially if you’re the owner of multiple assets. In this guide, we’ll walk through the ways you can use the Filter, Sort, and Search to quickly find or organize your forms. Using...

Generate professional, downloadable, and portable versions of your submission data using PDF Documents. In this guide, we’ll go over different ways you can create a PDF, either directly from a form, a table, or a workflow. Create a PDF...

Reports help you visualize your submission data using charts, graphs, and tables. You can use reports to analyze trends, track performance, and share clear, professional data summaries with your team. In this guide, you’ll learn how to create...

You can collect legally binding electronic signatures for contracts, waivers, agreements, and more using Sign Documents. Create a document from scratch or clone an existing document directly from your workspace, or add Jotform Sign Automation to a...

AI Agents allow you to create interactive, conversational interfaces that can handle inquiries and collect data. You can build these Agents directly from your Workspace or generate them from existing Forms. Create an AI Agent from the...

Boards allow you to organize your Forms and assets into a visual, column-based interface, making it easier to track projects and workflows. You can create a board from your workspace or directly from existing forms. Create a Board from the...

Apps allow you to bundle multiple Forms, links, and documents into a single, mobile-ready interface. You can create an App from your Workspace or directly from your existing Forms. This guide covers every available way to build and manage your...

Efficient data organization is critical for high-volume operations. Our Labeling API provides a robust, programmatic way to categorize, group, and manage your digital assets. By using these endpoints, you can automate your Workspace structure and...

Labels give you a simple and powerful way to organize your Workspace by grouping related assets together. You can add labels to all asset types, not just Forms, allowing you to manage your entire Workspace more efficiently. Labels can also help...

Keeping your workspace organized is essential for a smooth workflow. The Sort menu helps you rearrange your assets so you can find exactly what you need based on activity, date, or name. Using the Sort Menu The Sort menu is located at the...

When a form or another asset is shared with you, you can access it directly from your account’s workspace. Depending on your organization’s settings, shared assets allow you to collaborate, review content, or manage data without being the...

The search bar is a convenient tool for quickly locating specific items within your current workspace. In this guide, we’ll walk through how it works, limitations, and how to find Asset IDs. How the Search Field Works The search bar is...

View, organize, and work with data in one place using tables. You can use standalone tables to manage custom data or use the tables automatically created from form submissions. This guide goes over the different ways to create a table, both in...

Your workspace can contain different kinds of assets—such as forms, tables, reports, and other items you create. To help you focus on a specific type of asset, the workspace includes a Filter menu that lets you filter the view to show only the...

Need to build a new form? In My Workspace, you can start the process, either from scratch, an existing form, a file, or even a template. This guide will walk through different ways to create a form in your personal workspace. For help creating a...

My Workspace is your unified home base. It brings all of your personal Forms, Tables, Apps, and documents into a single, intelligent interface. This guide walks you through the layout of the new workspace and the tools available to manage your...

Your Workspace is more than just a dashboard—it’s your Team’s central hub for collaboration, forms, and data. The best part? You can make it your own. From adding your organization’s branding to organizing Forms and users, customizing your...

Workspace is a unified  hub where you can access all your Forms, AI agents, Apps, E-sign Documents, Workflows, Tables and Reports. Instead of switching between different pages, everything’s now in one place, making it easier to find what you...

Taking the hassle out of unfinished submissions, drafts are saved in the Drafts section of your Workspace. That way, you can come back and complete them whenever you’re ready. Viewing and Managing Your Form Drafts You can easily access...

Creating an Asset within your organization’s workspace is simple and keeps everything organized. Whether you need a Form, AI Agent, Workflow, App, E-Sign Document, Table, Report, or Board, you can set it up in just a few clicks. With all your...

All your assets—including forms, AI agents, tables, apps, sign documents, workflows, reports, and boards—are now neatly organized in one place. No more jumping between tabs or hunting through menus to find what you need. Everything you’ve...

Viewing form submissions involves managing and organizing your form data efficiently. The Tables are the central workspace for your submission data, is accessible from different areas within your account, making it easy to stay on top of your...