Who can use this feature?
Users on Onboard
Smart Forms provide a secure, reusable way to collect client data, auto-fill forms with information from meetings or documents, and sync reviewed information to supported connected systems, including CRMs and supported Financial Planning integrations. Common use cases include:
New client onboarding: Collect address, SSN if needed, date of birth, and file uploads before account opening.
Annual reviews: Ask clients to confirm or update key data before meetings.
Insurance or financial planning updates: Gather new policy numbers, coverage details, or income changes.
You can create forms in Jump with both mapped and unmapped fields, file uploads, and mobile-friendly completion.
Send forms before a meeting to have clients enter their information, and use Jump to auto-suggest values from captured meetings to reduce manual entry. Then, sync mapped fields to your CRM with just one click.
Where to find Forms
Jump has a dedicated Forms page accessible from the main navigation on the left hand side. This is your central hub for managing all form activity and templates.
The Forms page has two tabs:
Form Activity: View all form instances you've sent, including delivery status, filling progress, and enrichment source details. Use this tab to monitor outstanding forms, open submissions for review, and take action on existing form instances.
Templates: Build and manage your reusable form templates. This is an alternative to accessing templates via Profile & settings, and works the same way.
Where to build Forms
You can access form templates from the Forms page. Click the Templates tab in the main navigation.
You can also duplicate an existing template by clicking into the menu of a template and clicking Duplicate.
How to build Forms
To create a new form, navigate to Forms > Templates. Click the + Create new button.
In the new window that opens, enter a Form Title and Instructions for Client shown at the top of the client-facing form.
Example title: “Client Information Form”
Example instructions: “Please complete this form before our upcoming review.”
Note: Both the title and the instructions will be visible to the form recipient, not just the Jump user. We recommend making these fields something generic and applicable to anyone who might receive the form.
Then, add an Email invitation. Fill out the subject and body, which will become an email template that’s sent with the secure form link every time you send this form to a client.
You also have the option to map fields to multiple CRM objects.
Note: If you are using Advyzon, you are only able to update Contact Records. This is an Advyzon limitation and may be expanded in the near future.
Without mapping, simply enter a Field Title of your choosing and click out of the field when you’re done typing. This means you’ll need to manually copy over the client’s information to the CRM after they submit the form.
To map a field to an object in your CRM, start typing in the Field Title, then select the corresponding field in your connected CRM.
If a form field is mapped to your CRM, upon reviewing the client’s form submission, you can click one button to update their contact in your CRM.
For each field, you can also enter a Field Description. This is the text that will show up in the empty box on the form before it’s filled out.
Using the dropdown in the bottom left-hand corner, choose the field type.
This determines the formatting, making it easier for clients to complete. Supported field types include:
Text input: e.g., “First Name”
Number: e.g., “Annual Income” (supports currency and decimals)
Date: e.g., “Date of Birth” (date picker)
Single Select: e.g., “Have you worked with an advisor before?” (Yes/No or custom list)
Multi-Select: e.g., “Which services interest you?”
File Upload: e.g., “Upload recent account statements” (one or more files)
Boolean: e.g., “Are you married?” (True/False)
Group: e.g., "Upload your documents" (group for file upload of statements, tax docs, etc.)
Repeatable group: e.g., "Beneficiaries" (client adds as many entries as they need)
Add as many fields as needed. Use the Options dropdown to make it a Required field or Duplicate the field. You can also reorder (drag and drop) or Delete fields at any time.
To reorder a field within the form, click and hold on the six dots on the field and move it where you'd like it to go in the form.
Within this screen, you can also duplicate groups of fields or fields by clicking Options > Duplicate.
Add all of your desired fields for the given form, then click Save before closing. Clicking Cancel will discard your work.
Using repeatable groups
Some information varies in quantity from client to client. One client may have two beneficiaries and the next may have six. Rather than building out "Beneficiary 1," "Beneficiary 2," and "Beneficiary 3" and hoping you guessed high enough, you can create a Repeatable group — you define the fields once, and the client adds as many entries as apply.
Repeatable groups work well for:
Beneficiaries: name, relationship, date of birth, percentage
Dependents: name, date of birth
Accounts, assets, and liabilities: institution, account type, balance
Expenses: category and amount
Multiple values of one field: additional email addresses or phone numbers
To create one:
Choose Repeatable group from the field type dropdown, then add the fields you want collected for each entry. Give the group a Field Title that describes a single record, such as "Beneficiary," since the client will see it repeated for each entry they add.
When the client fills out the form, they'll see an Add entry button beneath the group and can add or remove entries as needed.
Note: Keep the following in mind when building with repeatable groups:
Fields inside a repeatable group don't sync to your CRM through the standard one-to-one field mapping. Even if you map a beneficiary's name, relationship, and date of birth to CRM fields, those values won't be included when you sync the form. You can still collect, and review this information.
You can't nest a group inside another group, or a repeatable group inside a repeatable group.
File upload fields can't be added inside a repeatable group. Use a standard Group for document collection instead.
Note: Forms are shared across your Jump account. Any teammate can use a form you created, but only the creator can delete it.
Frequently asked questions (FAQs)
Who can send or view forms?
Who can send or view forms?
Any user in your Jump account can view and send forms; only the creator can delete them.
What's the difference between a Group and a Repeatable group?
What's the difference between a Group and a Repeatable group?
Use a Group when you want to bundle related fields that appear once, such as a set of document uploads. Use a Repeatable group when the number of entries varies by client, such as beneficiaries or accounts, and you want the client to add as many as apply.
Need more help?
Chat: In your Jump account, click Help > Chat with support.
Email: [email protected]