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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...


How to integrate 2Checkout with your form?

Since JotForm is now integrated with 2Checkout, it can serve as a portal from which you can conduct transactions through 2Checkout. Submission data is conveniently stored in your JotForm dashboard and can also be emailed to you directly, as well.&nbs...


How to Apply a Theme to Your Form

Applying a Theme within the Form BuilderTo apply a theme to your form in the form builder, follow these steps:1. Open your form in the form builder2. Click the Form Designer icon3. Go to Themes tab and select the theme you wish to use.Applying a Them...


Understanding Form Collaboration

One of the exciting new things in JotForm V4 is Form Collaboration. It's a real-time, seamless experience where multiple team members can simultaneously work on the same form. All changes are automatically uploaded so you always edit the most current...


How to Edit Submissions Made on Your Forms

Oftentimes, we find ourselves in a position where someone filled out form data, and later you discover a minor issue that must be corrected. Or, maybe a change related to your customers comes up after the fact, and you need to update their info. With...


Adding a form to SharePoint

1. Click the "Publish" button in the toolbar.2. In the Publish window, please go to the "Embed" tab and click the green "Copy Code" button.3. Go to your SharePoint site.4. Turn on Page Edit Mode (click Site Actions -- Edit Page).5. Select t...


How to Integrate Stripe with your Form

Collecting credit card payments is hard for startups and small businesses on the web. You need to apply for a merchant account, make sure your servers are PCI compliant, implement credit card sanity checks and write server side code to integrate with...


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 Show or Hide Fields on Edit URL

Edit URL is basically used for updating specific submissions data without logging into JotForm account.There are some cases that you'd want to show or hide fields on edit URL mostly for administrative purposes like the following.- Add a status on the...


How to Customize PDF Submissions Report

PDF Submissions Report is typically a PDF file containing the form submissions data. This is also often called PDF Reports. These are generated after user submissions.If you want to customize your PDF Reports, the following steps will guide you ...


Add a form to 3dCart Shopping Cart

3DCart is an E-commerce solution that is powerful and easy to use. Use 3dcart Shopping Cart Software to build your store online, quickly, and right the first time.This guide will show how to add your JotForm form to 3dcart.To be able to follow t...


Adding a form to Sandvox

Sandvox is a website builder software which is available for mac users. It has 50 neat looking templates to choose from and has a lot of objects to play around to add to your site including premade social buttons, Amazon lists, RSS badges and much mo...


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". ...


How to Edit/Delete Sender Emails on SMTP Settings

If you have added your own SMTP settings for a Custom Sender Email in your email notifications, here's how you can manage them.1. Click the User Icon found on the top navigation menu.2. Click "Account" to open the Account Settings page3. Se...