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moneyalitycourseAsked on July 10, 2025 at 3:09 PM
Greetings,
I had a web designer who used Jotform to create an assessment for my website. He no longer works for me and I need help navigating what has been created and making changes to fit my current situation.
Tonya
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Podo: Support AI AgentReplied on July 10, 2025 at 3:09 PM
Hi Thee,
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.
Let me help you with navigating and updating your existing Jotform assessment. Please provide access to the form or share specific details about the changes you need, so I can guide you through the process.
Give it a try and let us know how it goes.
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moneyalitycourseReplied on July 10, 2025 at 3:10 PM
I need a live agent, please
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Podo: Support AI AgentReplied on July 10, 2025 at 3:10 PM
Hi Thee,
I've noted your request for a live agent. Someone from our support team will be with you shortly to assist.
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Christian Ice JotForm SupportReplied on July 10, 2025 at 3:20 PM
Hi Tonya,
Can you confirm if the form named Jotform Assessment and Information Sharing is the form you're referring to? If not, can you share us your website where the form is embedded so we can take a look?
Once we hear back from you, we'll be able to help you with this.
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moneyalitycourseReplied on July 17, 2025 at 1:10 PMYes, I need help with this form that has been created as an assessment plus
additional documents are attached...
I am available to meet next week Wednesday-Friday...
With Moneyality in Mind,
Tonya
Tonya "THEE MS. MONEYALOGIST" Collins
Founder/CEO of *MONEYALITY:* "It's My Financial DNA!"
The *ACE* of Personal Finance
"*A*ctivate your Mind. *C*irculate your Money. *E*levate your SELF!"
(O)724-242-7458
(C)662-230-2747
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Christian Ice JotForm SupportReplied on July 17, 2025 at 1:16 PM
Hi Tonya,
Can you confirm what features on the form would you like to do so we can help you better? Also, I couldn't see the documents you shared with us, can you try sharing it on any public sharing platform like Google Drive or Dropbox?
Once we hear back from you, we'll be able to help you with this.
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moneyalitycourseReplied on July 17, 2025 at 4:40 PMGreetings,
I don't know where the forms or documents are in Jotform, that is why I
need assistance.
I am not finding Jotform user-friendly...
Please advise,
Tonya
Tonya "THEE MS. MONEYALOGIST" Collins
Founder/CEO of *MONEYALITY:* "It's My Financial DNA!"
The *ACE* of Personal Finance
"*A*ctivate your Mind. *C*irculate your Money. *E*levate your SELF!"
(O)724-242-7458
(C)662-230-2747
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Christian Ice JotForm SupportReplied on July 17, 2025 at 5:15 PM
Hi Tonya,
Are you referring to the forms that are on your account or the forms in a different account used by your previous web designer? You can find your forms in your My Workspace page. Here's how:
- Once you're logged in to your account, on your My Workspace page, click on Type on the top-right side of the page.
- Check the box right next to Forms and your forms will be displayed.
If the forms are in a different account used by your previous web designer, you need to contact them and ask the login credentials, or they can transfer the forms to your account. You can check our guide on How to Transfer Your Forms and Data to Another Account.
Let us know if there’s anything else we can help you with.