Who can use this feature?
Users on Onboard
How to send a form to a client
Option 1: From a meeting page
To send a form to a client, go to the Upcoming tab and click on a meeting.
In the navigation panel on the left-hand side of the meeting page, click Send a form.
In the new tab that opens, you can select a Form template from the dropdown and specify which contacts should receive the form.
Make your selection then click Confirm in the top right corner to send the form to the selected contacts.
Option 2: From the Forms page
Navigate to the Forms page from the main navigation and click the Send Form button at the top of the page.
From there, select a form template, choose the contact(s) to send it to, and confirm your sending email address. You can also customize the email that will send with the form from this screen. Click Confirm to send.
Note: If no email integration is connected, Jump sends the form from [email protected].
Clients receive a branded email (with your firm’s logo and disclosure) with a secure link to the form.
Note: Account owners can update the logo and disclosure on their account by going to Account settings > Account > Company logo and disclosures.
Be advised that only account owners can adjust this setting, and it will apply to all users on the account.
The client experience with forms
The selected attendees will receive an email notification about the new form they are being requested to fill out.
They’ll click on the button to fill out the form, which works in any browser or on mobile. Jump forms are white-labeled, meaning clients will see your firm logo and disclosure on the form, in addition to the title and description, and the inputs or upload sections.
Once submitted, the form is locked and can’t be edited, and the client will see a visual confirmation that the form has been submitted.
If the form includes a repeatable group, the client will see an Add entry button beneath it. They can add as many entries as apply to them and remove any they don't need, so they're never stuck with more blanks than they have information to fill in.
How to track progress on Forms
The Form Activity list on the Forms page shows you the current status of every form you've sent.
A form with no fields filled out will have a grey progress bar. A form in progress will have a blue progress bar. A completed form will have a green progress bar.
Delivery status
Each form in the Form Activity list also shows a delivery status that updates automatically:
Status | Meaning |
Sent | The form link was emailed to the client |
Opened | The client clicked the link |
Submitted | The client completed and submitted the form |
Click on any form entry at any time to view responses and uploaded files.
Filtering your forms
The Forms page includes a filter bar to help you find specific form instances quickly. You can filter by any combination of the following:
Status — Show only forms with a specific delivery status (Sent, Opened, or Submitted)
Sender — Filter by which team member sent the form
Contact — Filter by the associated contact record
Filters are reflected in the page URL, so you can bookmark a filtered view or share it with a teammate.
Frequently asked questions (FAQs)
Can clients edit their responses after submitting?
Can clients edit their responses after submitting?
No. Forms lock once submitted for compliance reasons.
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.
Where are uploaded files stored?
Where are uploaded files stored?
Files are stored securely in Jump. Advisors can download them from the meeting view.
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]