# Jotform for Beginners, Volume 2: Put Your Data to Work with Jotform's Suite of Productivity Tools # Jotform for Beginners, Vol. 2 Unlock the full potential of Jotform. Learn how to make the most of the platform’s productivity and automation features in Volume 2. [Read on Kindle](https://link.jotform.com/jRWUUDHSrf)[Download for Free](https://www.jotform.com/jotform-for-beginners/volume-2/?jfNext=1) ## What’s inside the book? Chapter 1 Take your forms mobile Chapter 2 Create approval workflows with form submissions Chapter 3 Visualizing your data with Jotform Reports Chapter 4 Documents and PDFs Chapter 5 Bundle forms and links into a useful app Chapter 6 Sell products and services with Jotform Store Builder Chapter 7 Power your entire organization with Jotform Enterprise [Read on Kindle](https://link.jotform.com/jRWUUDHSrf)[Download for Free](https://www.jotform.com/jotform-for-beginners/volume-2/?jfNext=1) Chapter 1 Take your forms mobile Jotform’s solution is Jotform Mobile Forms, a native app available on the App Store and Google Play. Be it construction, real estate, food service, sales, healthcare, or any other industry that thrives on mobility, we know you need the full power of Jotform at your fingertips. * Jotform on wheels * Offline forms and field-ready widgets * Turn your mobile device into a kiosk * Assign & publish forms via text message * Mobile power for your business * And more Chapter 2 Create approval workflows with form submissions With Jotform, the data you collect can become a part of different projects, prompting a meeting to be scheduled, assigning a task, and more. If you use paper forms to collect data, that results in a lot of paperwork and makes it more difficult to kick off follow-on actions. * Build approval workflows from your forms * Customize your approval flows any way you like Chapter 3 Visualizing your data with Jotform Reports In the Jotform Report Builder, you can create visually appealing reports from your form responses in seconds. You could theoretically publish a survey, collect results, and draft a report with insights from your results all in the span of one workday. * Building the report * Form Analytics Chapter 4 Documents and PDFs PDFs are known for their fixed format that ensures consistent appearance across different devices and operating systems. However, this inherent stability can also make it challenging to fill out or sign PDF forms. Jotform offers solutions to transform PDF forms into user-friendly online forms. * Turn form submissions into custom designed PDFs * Smart PDF Forms * Jotform Sign Chapter 5 Bundle forms and links into a useful app Jotform Apps was made with both customers and clients in mind. Apps can be used to book appointments and meetings of all kinds, gather donations for a nonprofit, accept payment for goods and services, collect sensitive medical information from patients, and more. * Bundling forms to create mobile apps * App basics * Customization of apps * App settings and elements Chapter 6 Sell products and services with Jotform Store Builder “Apps created with the Jotform App Builder and the Store Builder process more than $166,000 in goods and services every day!” * Benefits of the Jotform Store Builder * Build your online store Chapter 7 Power your entire organization with Jotform Enterprise Whether you want to grow and scale your business or already work at a large organization, Jotform Enterprise gives you the features you need to collaborate without sacrificing security. Jotform Enterprise is our multiuser plan that offers * Team workspaces, role-based access, and group approvals * White labeling — no Jotform logos or URLs * Options to store your data locally and separately * A dedicated customer success team * And more Chapter 1 Take your forms mobile Jotform’s solution is Jotform Mobile Forms, a native app available on the App Store and Google Play. Be it construction, real estate, food service, sales, healthcare, or any other industry that thrives on mobility, we know you need the full power of Jotform at your fingertips. * Jotform on wheels * Offline forms and field-ready widgets * Turn your mobile device into a kiosk * Assign & publish forms via text message * Mobile power for your business * And more Chapter 2 Create approval workflows with form submissions With Jotform, the data you collect can become a part of different projects, prompting a meeting to be scheduled, assigning a task, and more. If you use paper forms to collect data, that results in a lot of paperwork and makes it more difficult to kick off follow-on actions. * Build approval workflows from your forms * Customize your approval flows any way you like Chapter 3 Visualizing your data with Jotform Reports In the Jotform Report Builder, you can create visually appealing reports from your form responses in seconds. You could theoretically publish a survey, collect results, and draft a report with insights from your results all in the span of one workday. * Building the report * Form Analytics Chapter 4 Documents and PDFs PDFs are known for their fixed format that ensures consistent appearance across different devices and operating systems. However, this inherent stability can also make it challenging to fill out or sign PDF forms. Jotform offers solutions to transform PDF forms into user-friendly online forms. * Turn form submissions into custom designed PDFs * Smart PDF Forms * Jotform Sign Chapter 5 Bundle forms and links into a useful app Jotform Apps was made with both customers and clients in mind. Apps can be used to book appointments and meetings of all kinds, gather donations for a nonprofit, accept payment for goods and services, collect sensitive medical information from patients, and more. * Bundling forms to create mobile apps * App basics * Customization of apps * App settings and elements Chapter 6 Sell products and services with Jotform Store Builder “Apps created with the Jotform App Builder and the Store Builder process more than $166,000 in goods and services every day!” * Benefits of the Jotform Store Builder * Build your online store Chapter 7 Power your entire organization with Jotform Enterprise Whether you want to grow and scale your business or already work at a large organization, Jotform Enterprise gives you the features you need to collaborate without sacrificing security. Jotform Enterprise is our multiuser plan that offers * Team workspaces, role-based access, and group approvals * White labeling — no Jotform logos or URLs * Options to store your data locally and separately * A dedicated customer success team * And more [Read on Kindle](https://link.jotform.com/jRWUUDHSrf)[Download for Free](https://www.jotform.com/jotform-for-beginners/volume-2/?jfNext=1) ## About the Book In Jotform for Beginners, Volume 2 we’ll show you how to sell your products and services, automate approval flows, collect e-signatures, and generate reports from a single platform — boosting your productivity and saving you precious time. ![Image 1: Jotform for Beginners, Volume 2: Put Your Data to Work](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3Avam90Zm9ybS1mb3ItYmVnaW5uZXJzL2Fzc2V0cy9pbWctbWluL3ZvbHVtZTIvdmlkZW8tc2VjdGlvbi10aHVtYi5wbmc=/video-section-thumb.png?w=40&t=1) ![Image 2: Opera](https://cdn.jotfor.ms/p/jotform-for-beginners/assets/img-min/logos/opera.svg)![Image 3: Redbull](https://cdn.jotfor.ms/p/jotform-for-beginners/assets/img-min/logos/redbull.svg)![Image 4: Flinders](https://cdn.jotfor.ms/p/jotform-for-beginners/assets/img-min/logos/flinders.svg)![Image 5: Netflix](https://cdn.jotfor.ms/p/jotform-for-beginners/assets/img-min/logos/netflix.svg)![Image 6: Zoopla](https://cdn.jotfor.ms/p/jotform-for-beginners/assets/img-min/logos/zoopla.svg)![Image 7: Nhs](https://cdn.jotfor.ms/p/jotform-for-beginners/assets/img-min/logos/nhs.svg)![Image 8: Deliverex](https://cdn.jotfor.ms/p/jotform-for-beginners/assets/img-min/logos/deliverex.svg)![Image 9: Ford](https://cdn.jotfor.ms/p/jotform-for-beginners/assets/img-min/logos/ford.svg) ## Jotform Users from the Education Industry We see a trend of staff adopting Jotform. More and more staff are using the templates and forms for their classes and events, and we’re looking forward to using Jotform more extensively. Denicio Hilman Program Manager and Team Lead, Hogeschool van Amsterdam Previously, to make one little change in a form would take days, weeks, or months. With Jotform it takes literally five minutes and boom, I have a HIPAA-compliant registration form that patients can return to me, and the process moves forward so much quicker. Being able to implement an idea in minutes is super important for entrepreneurs and creatives…and that’s why Jotform is so critical for us. Dr. Michael Salzhauer Plastic Surgeon, Dr. Miami Jotform has certainly increased productivity. Everything is electronic. We don’t have to deal with paper, faxes, or even PDFs sent via email. It helped us grow the business because there’s only so much you can grow as a fiscal sponsor if you’re dealing with a paper dump. Jotform provided this one uniform place for all of that. International Documentary Association We’re meeting our customers where they are to do bike demos. The offline capability of the Jotform app allows us to have our digital test ride form out on the trail. Since we rolled out Jotform we’ve seen an increase in sales by gathering that customer info through the form, putting it into our CRM, and allowing staff to have accurate follow-ups with their customers. Tom Casson Chief Commercial Officer, Mike’s Bikes ## Learn More on Our YouTube Channel ![Image 10: How to create a form with Mobile Forms](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3Avam90Zm9ybS1mb3ItYmVnaW5uZXJzL2Fzc2V0cy9pbWctbWluL3ZvbHVtZTIvdmlkZW8tdGh1bWItMS5wbmc=/video-thumb-1.png?w=40&t=1) How to create a form with Mobile Forms ![Image 11: How to Create an Approval Workflow](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3Avam90Zm9ybS1mb3ItYmVnaW5uZXJzL2Fzc2V0cy9pbWctbWluL3ZvbHVtZTIvdmlkZW8tdGh1bWItMi5wbmc=/video-thumb-2.png?w=40&t=1) How to Create an Approval Workflow ![Image 12: How to Create Different Reports in Jotform](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3Avam90Zm9ybS1mb3ItYmVnaW5uZXJzL2Fzc2V0cy9pbWctbWluL3ZvbHVtZTIvdmlkZW8tdGh1bWItMy5wbmc=/video-thumb-3.png?w=40&t=1) How to Create Different Reports in Jotform ![Image 13: How PDFs Are Used After Conversion](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3Avam90Zm9ybS1mb3ItYmVnaW5uZXJzL2Fzc2V0cy9pbWctbWluL3ZvbHVtZTIvdmlkZW8tdGh1bWItNC5wbmc=/video-thumb-4.png?w=40&t=1) How PDFs Are Used After Conversion ![Image 14: How to Accept Multiple Payment Methods With Jotform](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3Avam90Zm9ybS1mb3ItYmVnaW5uZXJzL2Fzc2V0cy9pbWctbWluL3ZvbHVtZTIvdmlkZW8tdGh1bWItNS5wbmc=/video-thumb-5.png?w=40&t=1) How to Accept Multiple Payment Methods With Jotform ![Image 15: Introducing Jotform Store Builder: How to Get Started](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3Avam90Zm9ybS1mb3ItYmVnaW5uZXJzL2Fzc2V0cy9pbWctbWluL3ZvbHVtZTIvdmlkZW8tdGh1bWItNi5wbmc=/video-thumb-6.png?w=40&t=1) Introducing Jotform Store Builder: How to Get Started ![Image 16: Jotform Enterprise Demo](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3Avam90Zm9ybS1mb3ItYmVnaW5uZXJzL2Fzc2V0cy9pbWctbWluL3ZvbHVtZTIvdmlkZW8tdGh1bWItNy5wbmc=/video-thumb-7.png?w=40&t=1) Jotform Enterprise Demo ![Image 17: How to Use Online Forms to Increase Productivity](https://cdn.jotfor.ms/image/r/aHR0cHM6Ly9jZG4uam90Zm9yLm1zL3Avam90Zm9ybS1mb3ItYmVnaW5uZXJzL2Fzc2V0cy9pbWctbWluL3ZvbHVtZTIvdmlkZW8tdGh1bWItOC5wbmc=/video-thumb-8.png?w=40&t=1) How to Use Online Forms to Increase Productivity ## User Guides [Getting Started with Jotform](https://www.jotform.com/help/chapter-1-getting-started-with-jotform/) Jotform makes it easy to generate leads, distribute surveys, collect payments, and more. Learn how! [Create Forms](https://www.jotform.com/help/chapter-2-create-forms/) Create professional forms for any occasion and learn more about Jotform’s easy-to-use form fields. [Share Forms](https://www.jotform.com/help/chapter-3-share-forms/) Embed your form into any web page, website, or social media platform with Jotform. [Form Emails](https://www.jotform.com/help/chapter-4-form-emails/) Set up automated email notifications and autoresponders for your online forms. [Manage Forms](https://www.jotform.com/help/chapter-5-manage-forms/) Learn how to manage your forms and form responses. [Jotform Teams](https://www.jotform.com/help/guide-jotform-teams/) Create and customize a shared workspace for your forms and data. Build apps, assign roles, and more. [Jotform Sign](https://www.jotform.com/help/guide-jotform-sign/) Learn how to create and automate professional e-sign documents online. [Jotform Store Builder](https://www.jotform.com/help/guide-jotform-store-builder/) Learn more about how to create your own online marketplace with Jotform. [How to Create Better Forms](https://www.jotform.com/help/chapter-0-how-to-create-better-forms/) Try out these best practices for creating more effective forms. [Email Problems](https://www.jotform.com/help/chapter-12-email-problems/) Learn about some helpful solutions and instructions for common email problems. [Custom Domains](https://www.jotform.com/help/chapter-11-custom-domains/) Follow these tips on how to use your brand name on your forms. [Reports](https://www.jotform.com/help/chapter-6-reports/) Analyze your form data by generating visual or text based reports. [Payment Forms](https://www.jotform.com/help/chapter-7-payment-forms/) Create payment forms to collect donations, sell products, or process subscriptions. [Advanced Features](https://www.jotform.com/help/chapter-8-advanced-features/) Check out these advanced features that can take your forms to the next level. [Billing](https://www.jotform.com/help/chapter-10-billing/) Learn more about billing through your forms. [Form Calculations](https://www.jotform.com/help/chapter-9-form-calculations/) Add helpful calculations and conditions to your forms. [Assign Forms](https://www.jotform.com/help/chapter-53-assign-forms/) Learn how to eliminate back-and-forth emails and long waits by assigning forms to team members. [Mobile Forms](https://www.jotform.com/help/chapter-14-mobile-forms/) Learn how to use Jotform Mobile Forms. Create forms on the go, collect data offline, and more. [HIPAA Compliance](https://www.jotform.com/help/chapter-18-hipaa-compliant-forms/) Enable HIPAA Compliance and collect sensitive healthcare data securely via Jotform. [Card Forms](https://www.jotform.com/help/chapter-17-card-forms/) Create accessible and friendly forms with Jotform Cards. [Create PDFs Automatically](https://www.jotform.com/help/chapter-19-create-polished-pdfs-automatically/) Create, customize, and automate powerful PDFs from your submission data with Jotform PDF Editor. [Maximizing Donations for Nonprofits](https://www.jotform.com/help/chapter-16-maximizing-donations-for-nonprofits/) Learn about guidelines for maximizing your nonprofit’s donations. [Jotform Enterprise](https://www.jotform.com/help/chapter-20-jotform-enterprise/) Learn how to get unlimited access to the tools you need to improve your online forms and data collection. [Creating Accessible Forms](https://www.jotform.com/help/chapter-21-creating-accessible-forms/) Make your online forms accessible for all. Collect data from anyone, on any device. [Jotform Tables](https://www.jotform.com/help/chapter-139-jotform-tables/) Everything you need to know about Jotform Tables. Manage data and collaborate with others. [Jotform Approvals](https://www.jotform.com/help/chapter-268-jotform-approvals/) Learn how to turn form submissions into automated approval flows — enjoy a faster approval process! [Jotform Apps](https://www.jotform.com/help/guide-jotform-apps/) Learn how to create powerful mobile apps for your business — no coding knowledge required. [Jotform Inbox](https://www.jotform.com/help/guide-jotform-inbox/) Learn how to track, search, and manage all of your form submissions with Jotform Inbox. [Jotform Prefill](https://www.jotform.com/help/guide-jotform-prefill/) Create prefilled forms with existing form data. Pre-populate fields to collect submissions faster. [Jotform Widgets](https://www.jotform.com/help/guide-jotform-widgets/) Learn how to set up and use Jotform’s 300+ widgets. Power up your forms with advanced tools. ## Have you read Volume 1? **#1****Best Seller****on Amazon** ## [Jotform for Beginners, Vol. 1](https://www.jotform.com/jotform-for-beginners/volume-1/) Get more done with powerful, easy-to-use online forms. Learn how in this helpful, free guide from Jotform. [Read on Kindle](https://link.jotform.com/pIYqZYR400)[Download for Free](https://www.jotform.com/jotform-for-beginners/volume-2/?jfNext=1)