Power up your platform use
Register for the Jotform Enterprise Lunch and Learn Series
Join us to make the most of your Jotform Enterprise experience. Learn administrative essentials and tips and tricks for everyday users. Attend any sessions you like. Watch with your team or alone to expand your knowledge.
Upcoming Sessions
Our Most Popular Widgets: Part 1
- Minimize manual work and migrate data
- Communicate disclosures, capture an image, and more
- General considerations when working in a HIPAA environment
- Get your data in order
Will be held on:
June 12 12:00 p.m. ET
Conditional Logic Basics
- Every conditional logic feature on the platform
- Sample use cases for conditions in action
- Considerations for showing and hiding fields
- Considerations for showing and hiding fields
Will be held on:
June 26 12:00 p.m. ET
Our Most Popular Widgets: Part 2
- Create checklists and configurable lists
- Build multiple text fields and dynamic dropdowns
- Manage donations, inventory, and more
Will be held on:
July 24 12:00 p.m. ET
Conditional Logic - Advanced
- Using Get Form Page URL to track form performance
- Using calculation values for form inputs
- Employing the Input table for calculations
Will be held on:
August 07 12:00 p.m. ET
Jotform Mobile Apps - Part 2
- Multiple use cases for mobile apps
- Considerations for your user experience
- Exploring Jotform Apps on mobile devices
Will be held on:
August 21 12:00 p.m. ET
How Jotform Enterprise supports HIPAA compliance - Lauren?
- How HIPAA keeps protected health information (PHI) secure
- General considerations when working in a HIPAA environment
- Updates to Jotform’s SOC 2 and HIPAA solutions
Will be held on:
September 04 12:00 p.m. ET
Previous Sessions
All About the Admin Console
- New features and customization options
- Considerations for how users and respondents interact with forms
- How to monitor and manage form access settings
Recorded:
April 10 12:00 p.m. ET
Jotform Enterprise Mobile App
- Staying connected and gathering data offline
- Common uses for kiosk mode
- Widgets to maximize mobile capabilities
Recorded:
March 27 12:00 p.m. ET
Routing PDFs via Approvals & Tables
- How to send customized PDFs conditionally through approval flows
- See examples from your peers of how to send differently formatted invoices
- PDFs and Jotform Tables: Sending your PDF with a click post-submission
Recorded:
March 13 12:00 p.m. ET
Payment Integrations: Connecting gateways
- Overview of options and popular Enterprise choices
- Considerations for configuring your payment process
- Enterprise security features and connecting your payment gateway
Recorded:
February 28 12:00 p.m. ET
Intro to Jotform’s PDF Editor
- Exploring useful features for Enterprise
- Creating and customizing multiple PDFs
- Supporting teams with PDF templates
Recorded:
February 14 12:00 p.m. ET
CRM Integrations: Better together
- Adding Jotform Enterprise to your tech stack
- Incorporating Jotform Enterprise with the software you’re using
- Passing data efficiently between systems
Recorded:
January 31 12:00 p.m. ET
Advanced Jotform Tables: Make the most of your data
- Using Tables as a dashboard with Assignee and other column types
- Comparing and organizing data with different views
- Tables for Teams: assigning entries and access
Recorded:
September 20 12:00 p.m. ET
Jotform Tables overview: Data entry to analysis
- How to create, link, edit, share, and import your data
- Adding new tab views and linking to forms and tables
- Using columns to optimize and analyze submission data
Recorded:
September 06 12:00 p.m. ET
Popular Enterprise workflows, widgets, and conditional logic
- Explore our most popular Enterprise workflows
- Spreadsheet to Form widget for form filling and validation
- Create manual approvals within a single form with conditional logic
Recorded:
August 23 12:00 p.m. ET
Advanced Approvals: Complex workflows and hacks
- Expert tips for creating multistep approval flows
- Real-life examples of conditional logic and branching elements
- How to use form prefill in approval flows
- Incorporating reports, Jotform Sign documents, and more
Recorded:
August 09 12:00 p.m. ET
Approvals overview: Creating basic workflows
- How to create approval flows in Jotform
- Understanding your approval settings
- Approval element options: choices and considerations
- Approval task options and how they affect workflows
Recorded:
July 26 12:00 p.m. ET
How to set up, customize, and share reports
- Explore the reports you can create in Jotform
- Visualize your data: report customization tips
- Real-time reporting options for external and internal data
Recorded:
July 12 12:00 p.m. ET
Intro to app building
- How to create your first app
- How to customize your app to match your organization’s brand
- How to optimize your app for the best end user experience
Recorded:
May 11 12:00 p.m. ET
How to configure single sign-on (SSO) and Prefill
- What is SSO login, prefill, and SSO form access?
- How to configure SSO on your server
- How to set up Prefill
- The benefits and best practices of SSO and Prefill
Recorded:
April 27 12:00 p.m. ET
How to use Jotform Sign
- How to create documents for signature in Jotform
- How to add multiple signatories
- How to integrate sign documents into Approval workflows to automate e-signature collection
- How to use the Jotform Sign Inbox to organize and analyze your documents
Recorded:
April 13 12:00 p.m. ET
How to manage Teams
- Server Admin visibility of Teams: creation, user, and form management
- Team Admins: how to manage Team settings and invite and manage users
- Team image: branding, custom URL, sharing, and more
Recorded:
March 30 12:00 p.m. ET
How to manage your server as a server admin
- A brief tour of the Admin Console
- Special focus on user and team management and visibility
- Auditing server activities
Recorded:
March 16 12:00 p.m. ET
How to white label.
- What it means to white label your server
- How to white label the Admin Console and emails, and create customized, branded form templates and PDFs.
- The benefits of white labeling
Recorded:
March 02 12:00 p.m. ET