Major ONGOING Jotform Issues and Malfunctions

Jotform is not working properly when I assign a Jotform URL to a specific employee. When the Jotform is completed by an employee's client, the Jotform doesn't bounce back to my employee and instead gets lost in the Jotform abyss on our master account.

The reason we bought Jotform is because of your URL personalization capabilities allowing our employees to work directly with the clientele and provide sensitive documentation to our representatives.

These functions aren't working properly and haven't worked for months causing a hinderance in our work-flow. So far, no one has been able to assist us with these problems due to a lack of knowledge or lack of assistance. I need this fixed ASAP considering the substantial amount of money being paid to your platform.

Hi Felix,

Thanks for reaching out to Jotform Support. I'm an AI assistant. I'll do my best to help you until someone from the support team is available.

Your issue has been escalated to one of our Support Team members who will take over from here. I will no longer be responding in this thread to ensure you get the best assistance possible.

Reach out again if you need any other help.

Best regards,
Jotform Support

I need to speak with someone

Im still waiting???

Hi Felix,

Can you explain a bit more about the issue so I can get a clearer idea of what’s happening? If you can share a screenshot or short recording, that’ll help us see exactly what’s happening. You can upload recordings to Google Drive or Dropbox or use Loom, and our guide on How to Post Screenshots to Our Help Center shows how to send a screenshot.

Once we hear back from you, we can help you sort this out.

This is becoming ridiculous

As mentioned before "Jotform is not working properly when I assign a Jotform URL to a specific employee. When the Jotform is completed by an employee's client, the Jotform doesn't bounce back to my employee and instead gets lost in the Jotform abyss on our master account.

The reason we bought Jotform is because of your URL personalization capabilities allowing our employees to work directly with the clientele and provide sensitive documentation to our representatives.

These functions aren't working properly and haven't worked for months causing a hinderance in our work-flow. So far, no one has been able to assist us with these problems due to a lack of knowledge or lack of assistance. I need this fixed ASAP considering the substantial amount of money being paid to your platform.

In summary, when I assign a Jotform URL to a specific employee's email to send an application to prospective clients; what's supposed to happen is they receive the completed application back as a package with uploaded documents from the consumer. THE PROBLEM is, my employees are not getting a completed application sent back to their email when the prospective client completes the application. And often-times, the prospective client runs into issues with the URL requesting them to sign into their email address. I've assigned new URLs to my employees and we run into the same issue every single time. How do we fix this.

How do we fix this

How do we fix this?

?

Hi Felix,

We understand this is not what you're expecting to happen when you assign forms to specific employees to ask their clients to fill out the form. With your help, we'll get more details about the use case and learn more about how you'd like this to work. Take note that you'll need to add an Email Notification to a form so every submission will notify you. By default, the recipient of the Email Notification is the form owner. But you can change the email address of the Email Notification's recipient.

Can you tell us how you assigned the form to your employees? Also, I'd like to make sure we're on the same page, you're referring to a form and not the sign document, correct?

After we hear back from you, we’ll know what’s going on and how to help.

When assigning a form, I go to the prepared application on Jotform and click on "More-->Assign form". From there I "Assign by email", input my employee's email, and make sure that the invitation is no longer pending on my end.

Am I doing this wrong or missing a step here?

Hi Felix,

Yes, that is the correct process when assigning forms. You can also check out this guide on Adding Assignees to Your Form. Since the form is getting assigned to your employees, can you confirm that the issue is that your employees are not getting Notification Emails of the submissions from your clients? If yes, can you send us the form link you're having this issue with so we can further investigate? Keep in mind that you need to set up a Notification email and add the email address of your employee as the recipient, so they will receive a notification of the submission with the file attachments to their email. If you already have this set up, you can send us the email address of your employees so we can check if they are on the bounce list, and remove them.

Keep us updated and let us know if you need any more help.

Maybe I'm missing this step. Can you kindly walk me through how to do this part after assigning the URL to my employees "Keep in mind that you need to set up a Notification email and add the email address of your employee as the recipient, so they will receive a notification of the submission with the file attachments to their email"?

Hi Felix,

Sure, it's easy to add the email address of your employee to the Notification Email you set up. Here’s what to do:

1. In Form Builder, in the orange navigation bar at the top of the screen, click on Settings.
2. In the menu on the left side of the page, click on Emails.
3. Hover over the Notification Email and click on the Pencil icon to edit it.
4. Then, under the Recipients tab, just enter a new email address and click on the Save button.

We've also got related guides about How to Send Email Notifications to Multiple Recipients, Setting Up Email Notifications and How to Attach Submissions as PDFs to Email Notifications that you might want to check out.

Give it a try and let us know if you have any other questions.

I understand but I believe that makes it available for them to receive every single app that is submitted through the form, no matter what link i try to use for them. How do i fix that?

Hi Felix,

To understand this, I listed down the form's flow:

1. You assigned the form to employees through Assign By Email.
2. Then, employees will forward the form to their clients to fill out.
3. Currently, all the submitted forms are going to your email account, but you'd like the client's submitted form to send to the assigned employee.

If that's the case, you'll need the help of the Change E-mail Recipient condition. With the help of this condition, the Email Notification will be sent to a specific employee depending on the selection option on one of the form elements. Can you share with us the URL of the form you're working on?

Once we hear back from you, we can get moving on a solution.

How can I make it so that both the uploaded PDFs and the completed application are downloadable from the email I receive after submission?

Hi Felix,

To ensure your employees receive both the completed application and the uploaded documents in their Notification Emails, you’ll want to adjust the settings in your form’s Email Notification. Here’s how you can do it:

First, enable the Attach PDF option in your email settings. Attaching your submissions as PDF files to your Notification Emails is easy. Let me walk you through it:

1. In Form Builder, in the orange navigation bar at the top of the page, click on the Settings tab.

2. In the menu on the left side of the page, click on Emails.

3. Hover your mouse over the Notification Email element and click on the Pencil icon.

Second, still under the Advanced tab, you can also enable the Send Uploads as Attachments option. This will include any uploaded documents in the email as attachments. Save the changes when you’re done.

With these settings, your employees will be able to download both the application in PDF format and any uploaded files directly from the Notification Email they receive.

Give it a try and let us know if you have any other questions.

Perfect, thank you. Now the problem im running into is that when I send the application to a prospective client, its asking them to sign into an email on their end but it doesnt do that on my end. How do i fix this so I can begin receiving applications from the clients?

Hi Felix,

To stop our system from asking them to login to see/download your submission attachments, we just need to disable the requirement to Login to View Uploaded Files. It's easy to do. Let me walk you through it:

1. Login to your Jotform account on your Desktop (it's not available yet on the Mobile App).

2. Click on your Avatar/Profile picture on the right side of the screen, and click on it.

3. In the dropdown, click on Settings, or click on this link to go directly to your Settings page.

4. Now, go to the Security tab and uncheck the box next to Require Login to View Uploaded Files under the Privacy section.

Give it a try and let us know if you need any other help.

what does "Require log-in to see submissions." and "Require log-in to view submission RSS" change if i uncheck those sections?

Hi Felix,

Let me explain what each option does so you’ll know exactly what happens if you uncheck them:

• Require log-in to see submissions. When enabled, only users logged into your Jotform account can open and view submission data from shared links, the Inbox, or Table views. If disabled, anyone with the link can see the data without logging in.
• Require log-in to view submission RSS applies to RSS feeds generated from your form’s submissions. If enabled, a Jotform login is needed. If disabled, anyone with the feed link can access the submissions through RSS without signing in.

For your current issue, where clients are being asked to log in before accessing the form or its attachments, the setting you mainly need to adjust is Require Login to View Uploaded Files. Disabling this ensures that attachments (such as uploaded PDFs or documents) can be accessed directly through the notification emails without forcing your clients or employees to sign into Jotform.

To stop our system from asking you to login to see/download your submission attachments, we just need to disable the requirement to Login to View Uploaded Files. It's easy to do. Let me walk you through it:

1. Log in to your Jotform account on your Desktop (it's not available yet on the Mobile App).

2. Click on your Avatar/Profile picture on the right side of the screen, and click on it.

3. In the dropdown, click on Settings, or click on this link to go directly to your Settings page.

4. Now, go to the Security tab and uncheck the box next to Require Login to View Uploaded Files under the Privacy section.

Once this is unchecked, your employees will be able to access submission attachments directly from the notification emails, and your clients will not be forced to log in. The other two options (Require log-in to see submissions and Require log-in to view submission RSS) are optional and only apply if you’re sharing submission tables or RSS feeds externally.

Give it a try and let us know if you have any other questions.

Another thing that I dont like is receiving this secondary notice that the jotform is signed.

Hi Felix,

I’ve gone ahead and moved your other question to a separate thread to keep things tidy, and someone from our Support Team will help you out with it here.

Thanks for your patience. We appreciate it.