Create New Client Form
Which JotForm account should the new client form be created in?
Select Water Systems
Choose the systems this client has. We'll find the best matching form template.
Select at least one system
Choose Template Form
The best matching master templates for your selected systems. Pick one to clone from.
Client Details
Enter the new client's information. This will configure the form, notifications, and OneDrive storage.
Submission reports will be sent to these addresses.
PDFs will be saved to: Service Reports / …
📋 Form Pages
Toggle to keep or remove each page from this client's form
Creating Your Form…
This takes about 30–60 seconds including moving the form to your team workspace. Please wait.
- Cloning template form
- Removing unused system pages
- Updating form title & settings
- Configuring notification emails
- Attaching PDF to email
- Finalising form
- Moving to team workspace (manual)
- OneDrive integration (manual — see step 5)
✅ Form created successfully! Review everything below before sharing with the team.