User Guides

Jotform Teams houses all the assets that you want your team to use. Here is how to do that: Click on the Team where you want to create an asset. In your Teams Workspace, click the dropdown menu next to your Team name on the left side...

If you like to design documents on Canva, but want to use your existing forms (such as order or contact forms) from Jotform, you have the convenience of using your Jotform forms with Canva’s free account. Canva does offer fillable forms in...

If you're using Jotform Approvals and the approval workflow involves multiple people in the decision-making processes, Jotform recommends group approvals. The group approval eliminates the need to add multiple approval elements in the workflow....

One of the components of Jotform's Approval Workflow is the ability to remind people of their pending tasks in the overall workflow process. Some people are busy and could overlook important matters, so reminding them is essential to keep the...

As a Jotform Enterprise administrator, you'll have complete control over your server. You can add and manage users, view and manage forms, and view logs — to name a few. You can also update your server settings, which include the option to add...

When creating a payment form, the currency is always at the center of the overall setup. You cannot create a payment form without a currency. When you publish the form, the currency is also one of the things your customers will look into. If...

With Digest Emails, you get to choose what information you want to see. Let’s go through the settings so you can personalize your emails and make them most effective for your needs.  Settings For the Welcome Element When you add your...

Combining PDFs can often be a tricky and time consuming process. The added step of turning a form into a PDF and vie versa can even make the process feel overwhelming. Luckily, we've curated those workflows into one choose your own adventure help...

If you want to use Jotform to calculate a total amount there are a couple different ways to do it. The first is to use conditional logic and the second is to use the Form Calculation Widget. Both work great, it just depends on how you want to...

Putting your forms in offline mode is an easy way to make sure you can easily collect data on the go. When you collect responses from offline mode, the responses are saved on your iPad and then they’re automatically uploaded to Jotform when you...

Afterpay is a buy now, pay later (BNPL) payment solution that allows customers to split their purchases into manageable installments without interest or fees for their customers. Afterpay is available in Australia, Canada, New Zealand, the United...

Clearpay is a buy now, pay later (BNPL) payment solution in the United Kingdom. It is known as Afterpay in the United States, Canada, Australia, and New Zealand. It allows buyers to purchase items and pay them in interest-free installments over a...