On this page
All automation tools
Jotform: work management features and setup
Jotform is a form-building system with components, templates, and integrations. It lets you create a structured intake point for a business process.
Tool by the Otomatzia editorial team · source content checked on
Overview
The system is useful when a form needs to include different types of information and fit into an existing website. Choose a template based on the workflow and remove fields that are not needed instead of publishing it as is. Then check that the data reaches the right destination and that a file attachment or a long answer does not break the integration.
Features
- Drag-and-drop form builder
- A variety of form templates and components
- Embedding and integrations with other systems
Business uses
- Collecting candidate applications with supporting documents
- Collecting a service request with enough information to fulfill it
Getting started
- Choose a template and set required fields based on the workflow
- Set a destination for responses and permissions for the team handling them
- Submit a form with a file and with missing data to check error handling
What to check
- Check file storage limits and submission limits in the plan
- Check viewing permissions for responses and attached documents
Sources to check next
Vendor features and prices change. Confirm details on the linked official pages before you rely on them.