Agent Setup App

Step 1A –  Log into the Jotform

Log in to “My Forms” and then click on the “My Apps” button.

       

---

Step 2A – Clone the Template App

Find the template app and clone it. 

---

Step 2B – Clone the Template App

Step 1 – Enter the Agent’s Name for the App Name.
Step 2 – Clone the app and keep existing forms. This is super important to not miss this step.
Step 3 – Click “Clone App“

---

Step 3 – Edit Header

Step 1 – Add the agent’s photo
Step 2 – Add the agent’s name
Step 3 – Change the title if necessary.
Step 4 – Remove the blank element. It is not needed.

---

Step 4 – Edit Homepage

Step 1 – Add the agent’s email address.
Step 2 – Add the agent’s phone number.