How to use Jotforms

JOTFORM USER MANUAL

This comprehensive manual is designed to guide workers through using Jotform for signing documents, filling forms, and completing invoices. The steps are laid out in a detailed, structured format to ensure clarity and ease of use.

I. INTRODUCTION TO JOTFORM

Jotform is an online platform for managing forms and documents, allowing workers to sign agreements, fill out forms, and submit invoices seamlessly. This tool simplifies workflows and ensures efficient communication between workers and administrators.

Purpose of Jotform:

a. To streamline the process of handling documents electronically.

b. To enable quick and secure sharing of forms and documents.

c. To provide a user-friendly experience for filling out forms and invoices.

Key Features:

a. Supports e-signatures for legal and official documents.

b. Offers various form types, including surveys, requests, and feedback forms.

c. Includes tools for creating, editing, and submitting invoices.

Platform Availability:

a. Accessible through web browsers.

b. Mobile app available on iOS and Android.

II. ACCESSING YOUR JOTFORM ACCOUNT

Before using Jotform, you need to log in to your account. You can also access forms directly via shared links without creating an account in some cases.

Receiving Invitations:

a. Look for an email or message with a link to the form or document.

b. Open the link to access the shared form or signable document.

Creating an Account (if needed):

a. Click the invitation link and select Sign Up.

b. Use your email address, Google account, or Facebook account to register.

Logging In:

a. Visit Jotform’s website or open the app.

b. Enter your email and password, then click Log In.

Using the Mobile App:

a. Download Jotform Mobile Forms from the app store.

b. Log in with your credentials to access forms on the go.

III. SIGNING DOCUMENTS

Jotform Sign simplifies the process of electronically signing documents like contracts and agreements.

Opening the Document:

a. Use the link provided in your email or access the document via your Jotform account.

b. Click to open the document and review its contents.

Filling Out Additional Fields:

a. Enter any required personal information, such as your name or date.

b. Ensure all mandatory fields are filled before signing.

Adding Your Signature:

a. Click the designated signature field in the document.

b. Select a signature method:

c. Type: Enter your name, and Jotform generates a stylized signature.

d. Draw: Use your mouse, stylus, or finger to draw your signature.

e. Upload: Upload an image of your signature.

Submitting the Signed Document:

a. After signing, click Submit to finalize the process.

b. You may receive a confirmation email with a copy of the signed document.

Downloading Your Signed Document:

a. If allowed, download a PDF copy for your records.

b. Store it securely in your preferred location.

IV. FILLING OUT FORMS

Workers often need to complete various types of forms shared through Jotform, including surveys, requests, and feedback forms.

Accessing Forms:

a. Open the link shared via email or log in to your Jotform account.

b. Click on the assigned form to begin.

Reading Instructions:

a. Review the guidelines or instructions at the top of the form.

b. Take note of any specific submission requirements.

Completing Fields:

a. Enter text into fields, select options from dropdowns, or check boxes as needed.

b. Required fields are marked with a red asterisk (*) and must be filled out.

Uploading Files (if applicable):

a. Use the Upload File button to attach documents or images.

b. Ensure that the uploaded files meet the required format and size.

Reviewing and Submitting:

a. Use the Preview button to check for errors or omissions.

b. Click Submit to send the completed form.

V. COMPLETING INVOICES

Jotform simplifies the creation and submission of invoices for payment or record-keeping purposes.

Opening the Invoice Template:

a. Access the invoice link from your email or Jotform account.

b. Open the template and review its format.

Entering Invoice Information:

a. Fill in your details, such as name, address, and contact number.

b. Add client information, including their name and address.

Providing Itemized Details:

a. List each product or service provided with a brief description.

b. Specify quantities, rates, and amounts for each item.

Adding Totals and Taxes:

a. Let Jotform auto-calculate totals and taxes based on the information provided.

b. Double-check calculations for accuracy.

Submitting the Invoice:

a. Click Submit to finalize the invoice.

b. Save or print a copy of the submitted invoice for your records.

VI. SAVING AND SUBMITTING FORMS

Efficient saving and submission processes ensure that your data is preserved and delivered correctly.

Saving Progress:

a. If the form supports it, click Save to store your progress.

b. Use the provided link or email to resume later.

Previewing Forms:

a. Use the Preview option to review completed forms.

b. Correct any errors or omissions before submission.

Submitting the Form:

a. Click Submit once all fields are completed accurately.

b. Look for a confirmation message or email to verify submission.

VII. TROUBLESHOOTING AND SUPPORT

Common Issues:

a. Unable to access a form or document: Ensure you’re logged in or check the link.

b. Fields not saving: Verify internet connectivity and refresh the page.

c. Submission errors: Ensure all required fields are complete.

Contacting Support:

a. Use Jotform’s Help Center for guidance.

b. Contact the form owner for specific issues with the document.

VIII. BEST PRACTICES FOR USING JOTFORM

Check Emails Regularly:

a. Stay updated on new forms or documents requiring your action.

Be Thorough:

a. Double-check all entries for accuracy and completeness.

Secure Your Account:

a. Use a strong password and enable two-factor authentication.

Keep Records:

a. Save copies of submitted forms, invoices, and signed documents.

Seek Assistance When Needed:

a. Reach out to the form owner or Jotform support for help with unclear requirements.

By following these detailed steps and guidelines, you can confidently navigate Jotform’s tools for signing, filling, and submitting documents effectively.

IX. YOUTUBE GUIDE

Scan QR code or use link below to check video user guide on YouTube platform:

https://www.youtube.com/@Jotform



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Updated on: 18/12/2024