Maksymalnie wykorzystaj platformę
Zarejestruj się na sesję Jotform Enterprise Lunch & learn
Dołącz do nas, by maksymalnie wykorzystać funkcjonalność Jotform Enterprise. Poznaj podstawy administracji oraz wskazówki i sztuczki dla codziennych użytkowników. Weź udział w dowolnych sesjach. Oglądaj z zespołem lub indywidualnie, aby poszerzyć swoją wiedzę.
Previous Sessions
All About the Admin Console
- New features and customization options
- Considerations for how users and respondents interact with forms
- How to monitor and manage form access settings
Recorded:
Kwiecień 10 12:00 p.m. ET
Aplikacja Jotform Enterprise Mobile
- Staying connected and gathering data offline
- Common uses for kiosk mode
- Widgets to maximize mobile capabilities
Recorded:
Marzec 27 12:00 p.m. ET
Routing PDFs via Approvals & Tables
- How to send customized PDFs conditionally through approval flows
- See examples from your peers of how to send differently formatted invoices
- PDFs and Jotform Tables: Sending your PDF with a click post-submission
Recorded:
Marzec 13 12:00 p.m. ET
Payment Integrations: Connecting gateways
- Overview of options and popular Enterprise choices
- Considerations for configuring your payment process
- Enterprise security features and connecting your payment gateway
Recorded:
Luty 28 12:00 p.m. ET
Intro to Jotform’s PDF Editor
- Exploring useful features for Enterprise
- Creating and customizing multiple PDFs
- Supporting teams with PDF templates
Recorded:
Luty 14 12:00 p.m. ET
CRM Integrations: Better together
- Adding Jotform Enterprise to your tech stack
- Incorporating Jotform Enterprise with the software you’re using
- Passing data efficiently between systems
Recorded:
Styczeń 31 12:00 p.m. ET
Advanced Jotform Tables: Make the most of your data
- Using Tables as a dashboard with Assignee and other column types
- Comparing and organizing data with different views
- Tables for Teams: assigning entries and access
Recorded:
Wrzesień 20 12:00 p.m. ET
Jotform Tables overview: Data entry to analysis
- How to create, link, edit, share, and import your data
- Adding new tab views and linking to forms and tables
- Using columns to optimize and analyze submission data
Recorded:
Wrzesień 06 12:00 p.m. ET
Popular Enterprise workflows, widgets, and conditional logic
- Explore our most popular Enterprise workflows
- Spreadsheet to Form widget for form filling and validation
- Create manual approvals within a single form with conditional logic
Recorded:
Sierpień 23 12:00 p.m. ET
Advanced Approvals: Complex workflows and hacks
- Expert tips for creating multistep approval flows
- Real-life examples of conditional logic and branching elements
- How to use form prefill in approval flows
- Incorporating reports, Jotform Sign documents, and more
Recorded:
Sierpień 09 12:00 p.m. ET
Approvals overview: Creating basic workflows
- How to create approval flows in Jotform
- Understanding your approval settings
- Approval element options: choices and considerations
- Approval task options and how they affect workflows
Recorded:
Lipiec 26 12:00 p.m. ET
Jak stworzyć, dostosować i udostępnić raporty
- Explore the reports you can create in Jotform
- Visualize your data: report customization tips
- Real-time reporting options for external and internal data
Recorded:
Lipiec 12 12:00 p.m. ET
Wprowadzenie do tworzenia aplikacji
- How to create your first app
- How to customize your app to match your organization’s brand
- How to optimize your app for the best end user experience
Recorded:
Maj 11 12:00 p.m. ET
Jak skonfigurować pojedyncze logowanie (SSO) i wstępne wypełnienie
- What is SSO login, prefill, and SSO form access?
- How to configure SSO on your server
- How to set up Prefill
- The benefits and best practices of SSO and Prefill
Recorded:
Kwiecień 27 12:00 p.m. ET
How to use Jotform Sign
- How to create documents for signature in Jotform
- How to add multiple signatories
- How to integrate sign documents into Approval workflows to automate e-signature collection
- How to use the Jotform Sign Inbox to organize and analyze your documents
Recorded:
Kwiecień 13 12:00 p.m. ET
Jak zarządzać Zespołami
- Server Admin visibility of Teams: creation, user, and form management
- Team Admins: how to manage Team settings and invite and manage users
- Team image: branding, custom URL, sharing, and more
Recorded:
Marzec 30 12:00 p.m. ET
Jak zarządzać swoim serwerem jako administrator
- A brief tour of the Admin Console
- Special focus on user and team management and visibility
- Auditing server activities
Recorded:
Marzec 16 12:00 p.m. ET
How to white label.
- What it means to white label your server
- How to white label the Admin Console and emails, and create customized, branded form templates and PDFs.
- The benefits of white labeling
Recorded:
Marzec 02 12:00 p.m. ET