Potencialize o uso da sua plataforma
Inscreva-se para a Série Lunch and Learn do Jotform Empresas
Junte-se a nós para aproveitar ao máximo sua experiência com Jotform Empresas. Aprenda os fundamentos administrativos, dicas e truques para usuários comuns. Participe de todas as sessões que desejar. Assista com sua equipe ou sozinho para ampliar seus conhecimentos.
Sessões Anteriores
Tudo sobre o Painel do Administrador
- New features and customization options
- Considerations for how users and respondents interact with forms
- How to monitor and manage form access settings
Recorded:
Abril 10 12:00 p.m. ET
App Jotform Empresas Móvel
- Staying connected and gathering data offline
- Common uses for kiosk mode
- Widgets to maximize mobile capabilities
Recorded:
Março 27 12:00 p.m. ET
Encaminhamento de PDFs usando Aprovações e Tabelas
- 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:
Março 13 12:00 p.m. ET
Integrações para pagamentos: Conectando gateways
- Overview of options and popular Enterprise choices
- Considerations for configuring your payment process
- Enterprise security features and connecting your payment gateway
Recorded:
Fevereiro 28 12:00 p.m. ET
Introdução ao Editor de PDFs Jotform
- Exploring useful features for Enterprise
- Creating and customizing multiple PDFs
- Supporting teams with PDF templates
Recorded:
Fevereiro 14 12:00 p.m. ET
Integrações a CRMs: Melhor juntos
- Adding Jotform Enterprise to your tech stack
- Incorporating Jotform Enterprise with the software you’re using
- Passing data efficiently between systems
Recorded:
Janeiro 31 12:00 p.m. ET
Jotform Tabelas avançado: Aproveite ao máximo seus dados
- 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:
Setembro 20 12:00 p.m. ET
Visão geral do Jotform Tabelas: Da entrada à análise de dados
- 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:
Setembro 06 12:00 p.m. ET
Fluxos de trabalho, widgets e lógica condicional populares para Empresas
- 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:
Agosto 23 12:00 p.m. ET
Aprovações avançadas: Fluxos de trabalho complexos e dicas
- 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:
Agosto 09 12:00 p.m. ET
Visão geral das Aprovações: Criação de fluxos de trabalho básicos
- 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:
Julho 26 12:00 p.m. ET
Como configurar, personalizar e compartilhar relatórios
- Explore the reports you can create in Jotform
- Visualize your data: report customization tips
- Real-time reporting options for external and internal data
Recorded:
Julho 12 12:00 p.m. ET
Introdução à criação de apps
- 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:
Maio 11 12:00 p.m. ET
Como configurar o login único (SSO) e o pré-preenchimento
- 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:
Abril 27 12:00 p.m. ET
Como usar Jotform Assinaturas
- 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:
Abril 13 12:00 p.m. ET
Como gerenciar suas Equipes
- 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:
Março 30 12:00 p.m. ET
Como gerenciar seu servidor como um administrador
- A brief tour of the Admin Console
- Special focus on user and team management and visibility
- Auditing server activities
Recorded:
Março 16 12:00 p.m. ET
Como utilizar 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:
Março 02 12:00 p.m. ET