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Intake Forms - Jotform

Free intake form option

Updated over 2 months ago

Clear, Concise Instructions: Create a Jotform Using a Template (with

Import Form

)

1. Log In

  • Go to jotform.com

  • Log in or create an account


2. Create a New Form

  • From your dashboard, click Create Form

  • Select form


3. Import form


4. Edit the Form

  • Click any question to edit text

  • Drag & drop fields from the left panel

  • Reorder fields by dragging

  • Mark required fields as Required


5. Customize Design (Optional)

  • Click Form Designer

  • Adjust colors, fonts, and background


6. Configure Settings

  • Go to Settings

  • Set:

    • Form title

    • Thank You message or redirect

    • Notification email

    • Autoresponder email


7. Preview & Test

  • Click Preview

  • Submit a test response


8. Publish & Share

  • Click Publish

  • Copy the link or embed the form

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