Who has access to these settings?
Account owners
Compliance admins
The Forms & Documents tab within Compliance settings controls whether Smart Forms can collect files from clients, where copies of Smart Form emails and submissions go, and how long Jump keeps form data and uploaded documents.
To get here, go to Profile & settings > Compliance > Forms & Documents.
Note: Selected features/settings apply to all users in this account. Child accounts can self-configure if the lock icon is not enabled.
Note: Each section has its own Revert and Save buttons. Click Save to apply that section's changes, or Revert to discard unsaved edits.
Important: Retention only deletes data stored in Jump. It does not remove data already sent to your CRM, planning tools, archive vendors, or other external systems.
Client file uploads
Decide whether Smart Form templates may include client file-upload fields.
Under Allow client file uploads to Forms, select one, then click Save:
On: Smart Form templates may include client file-upload fields.
Off: Smart Form templates cannot include client file-upload fields.
Compliance archive
Specify the central compliance inbox to receive copies of Smart Form emails and client submissions.
Enter an email address in the Archive recipients field.
Repeat to add more recipients.
Click Save.
Smart Forms data retention
Specify how long Smart Form instances are retained before automatic deletion. Once deleted, they cannot be recovered.
Under Retention period, enter a number in the Days field.
Click Save.
Leave blank to retain data indefinitely. When set, form data will be automatically deleted after the specified number of days since the form was created.
Document data retention
Specify how long uploaded documents are retained before automatic deletion. Once deleted, they cannot be recovered.
Under Retention period, enter a number in the Days field.
Click Save.
Leave blank to retain documents indefinitely. When set, document source files, parsed text, and previews will be automatically deleted after the specified number of days.
Need more help?
Chat: In your Jump account, click Help > Chat with support.
Email: [email protected]