How to review a scholarship application

Steps to review a scholarship application

Create a simple online applicationAutomate submissions of supporting documentsCreate a systematic review processCreate a scoring rubricSet guidelines for evaluating applications

Reviewing scholarship...

Webinar: Managing appointments with JotForm

Whether you’re scheduling vaccines, inking an intricate tattoo over several sessions, or anything in between, JotForm’s Form Builder includes an Appointment field that makes it easy to create appointments and send reminders. This tool is completely fr...

How to start a subscription box company

Tips to start a subscription box company

Create the box conceptProduce a sample boxArrange packaging and shipping optionsBuild subscription formsDevelop a promotional planBegin accepting subscriptions

Repeat customers, assured income, and mo...
Wordpress vs SignUpGenius

Nonprofits often host fundraising events to generate awareness for their campaigns, and it helps to use some of today’s digital tools to set them up.

These tools can help you create an efficient, low-cost event planning process and a memorable expe...

How to refer a patient to another doctor

How to refer a patient to another doctor

Inform the patient
Share information with the receiving doctor
Document patient referrals
Manage the patient referral process

Patient referral is a common and important medical practice. Sometimes, a ...

The 5 best data collection tools of 2021

Best data collection tools

Zonka Feedback

In the current paradigm of big tech, e-commerce, and digital marketing, data has emerged as one of the most valuable assets in the world. Though collecting and analyzi...

How to price a cake

What to consider when pricing a cake

SizeIngredientsSkill levelTime frameCharging for additional services

If you’re a baker, chances are you got into the industry to share your love of sweet treats and the joy they bring to others. The added...

How to get and fill out a W-4 online

If you’re starting a new job or have recently changed positions, your employer may ask you to fill out a W-4 form. This form identifies your tax withholdings, which will factor into whether you receive a tax refund or owe taxes at the end of each tax ...

What Is Document Automation?

Documents of all types sales proposals, contracts, order forms, memos, and more are fundamental to doing business, no matter the industry. But because the creation of new documents consumes about 50 percent of a knowledge worker’s day, documentation...

Benefits of a 30-Minute Walk

One warm spring day in 1955, Emma Gatewood put on her Keds tennis shoes, stuffed a change of clothes and a few other things into a homemade denim backpack and told her children and grandchildren that she was going for a walk. The next time her family ...

How to create an effective buyer persona

Steps to creating an effective buyer persona

Identify a few key buyersGather quantitative and qualitative dataFind a format you likeTrain your sales and marketing team to use personas

Running a business effectively means reaching the people ...

How to observe teachers in the classroom

What to consider when observing a teacher

General knowledgeLesson planDelivery of informationResponse to studentsTeaching environment

Educators likely stress at the mere thought of someone observing their teaching, but it’s an important part...

How to accept iDEAL payments via JotForm

Make no mistake, the Dutch are a force to be reckoned with.

From its golden age in the 17th century to more recent times, the Netherlands has been a key financial, trading, and cultural hub in Europe.

While it may be dwarfed literally and figur...

How to add a privacy policy to a website

Steps to add a privacy policy to a website

Take proper measures to protect dataDouble up your securityThink about your blind spotsEmbed in your websiteReduce your exposureSecure information

When you open a checking or savings account, you ex...

How to conduct an oral history interview

When it comes to preserving history and learning from it, we can’t rely solely on statistics, public records, diaries, and other written sources if we want to get a full picture of a specific time period. Oral history can often fill in the gaps left b...

How to fill out a W-9 online

If you work as an independent contractor or freelancer, you need to fill out a W-9 form for each of your clients for tax filing purposes. Printing and scanning each form can get a little cumbersome, but filling out the form online can save you time.


How to conduct a performance appraisal

Performance appraisal is a corporate procedure with a long history and a reputation as a process neither employers nor employees look forward to. But it’s an indispensable tool, as employers have both the right and the responsibility to assess their ...

Improving the patient experience

Steps to improve patient experience

Clearly communicate the advantages of patient surveysFocus on the whole and not the individual.Use technology to make patient experiences seamlessMake analog tools digitalShow empathy

Improving the patient...

The 5 best data analysis tools

Best 5 data analysis tools


Data analysis is the process of curating, organizing, and presenting data in a meaningful way. Today’s businesses collect several terabytes of data each year if not each da...

What is lead tracking?

Making a sale is a long game that requires many steps over many days, weeks, or months sometimes even years. To make the sales process as efficient as possible, it’s important to have a system in place that organizes all of your information.

Lead ...

The Case for Reading for Pure Pleasure

One of my most cherished summer traditions is taking off from my company, JotForm, and spending a week outdoors picking olives on my family’s farm in Turkey. I consider this time away from screens and spreadsheets critically important to my wellbeing,...

How to host a virtual hiring event

The pandemic has turned the business world upside down. But surprisingly, one aspect that hasn’t seemed to change is hiring it’s still challenging to find the right candidates.

Before the pandemic, the economic boom made it difficult to find avail...

What Is Informed Consent?

In the healthcare field, informed consent is many things: It’s a legal doctrine, an ethical obligation, and a standard of care. According to oral maxillofacial surgeon Mughda Patwardhan, D.D.S., M.D., informed consent is a practice more than anything....

What is the document life cycle?

4 stages of the document life cycle

Document creationDocument storageDocument sharing and deliveryDocument archival or deletion

With enterprises constantly creating new documents, tracking and organizing them all can be a struggle. Eighty-tw...

Salesforce Professional vs Enterprise

Salesforce is one of the most popular customer relationship management (CRM) platforms available today. It’s popular because it boasts a wide range of useful features. In fact, you’d be hard-pressed to identify any gaps in functionality in Salesforce’...

How Social Media Affects Mental Health

I was having an uneventful afternoon, so, like I often do, I reached for my phone. After 20 minutes on Twitter and a few more reading the news, I wasn’t bored anymore  but I didn’t exactly feel good, either.

It was like someone had hijacked my body...

6 effective internal communication tools

6 best internal communication tools

SlackJotFormZoomZendeskAsanaGoogle Suite

If your team is struggling to communicate effectively, the tools you’re using might be to blame. In a 2018 survey on internal communication, 54 percent of responden...

How to make a calendar in Google Sheets

Every trip to the grocery store brings with it a need to pick up some essentials. You wouldn’t want to leave without buying everything you need for the week ahead. Otherwise, you might find yourself scrounging for meals and frantically having to make ...

How to reduce paperwork for doctors

We’ve all heard the saying “time is money.” However, when it comes to doctors, their time has a greater impact than the money they bring in.

The amount of time physicians devote to patient care directly impacts the quality of care they provide. Aft...

The benefits of real-time customer feedback

People have an average of 70,000 thoughts a day. Some of these thoughts will naturally be about the businesses, products, and services they use. For business owners, finding out what their customers are thinking is vital to improving performance and b...

HIPAA compliance for mobile apps

Can’t go to the clinic because of COVID-19? There may be an app for that. In fact, in 2017, consumers had access to more than 318,000 healthcare apps. With a global pandemic changing the way patients receive care, healthcare apps are quickly filling i...

How to create a fillable form in Microsoft Word

When you think of word processors, what’s the first one that comes to mind? Microsoft Word, the longtime standby that’s been around decades, is probably what pops into your head. Word is the old guard, the place where papers, projects, and outlines ar...

6 actionable website design ideas

6 actionable website design ideas

Simplify your menusAdd breadcrumbsOptimize your imagesUse Scalable Vector GraphicsSharpen your calls to actionAdd recommendations

An organization’s website is usually the first, and most important, way that ...

How to run a successful open house

Steps to run a successful open house

Advertise across multiple channelsPlan an optimum timePrepare the home for the open houseUse technology to collect, track, and qualifyFollow best practices during the open houseEncourage visitors to stay awhil...

What is a digital workspace?

For many of us, working in a physical office is a distant memory. Without coworkers surrounding us each day, we’ve turned to new ways to stay connected. Virtual meeting rooms, digital collaboration software, messaging apps, and employee monitoring sof...

How to start an online fitness business

Steps to start an online fitness business

Identify your target demographicIdentify your unique selling propositionSet up your fitness websiteIntegrate forms into your websiteBuild an email listEstablish a social media presenceCreate quality fitne...

How to make money with stock photography

Are you just starting your career as a photographer, or have you been doing it for a while? No matter what stage you’re at in your career, it’s always good to have an additional source of income, especially if it’s from doing something you love. Some ...

Guide to Effective Vendor Management

What do Nike, Tesla, your hairdresser, and your local grocery store have in common?

They all use vendors. That’s right: Whether a global enterprise or a one-person show, every business relies on vendors to get the job done. 

From your inter...

CSAT vs NPS: Which should you use?

If you work for an organization that measures customer success or happiness, you’ve likely heard of the customer satisfaction (CSAT) and net promoter score (NPS) metrics. Both can provide valuable insights into how your customers feel about your compa...

Best summer camp registration software

Top summer camp registration software

CampSiteSawyer ToolsJotFormSecure TelehealthACTIVEWorksCampMinder

Whether you’re an experienced summer camp director or just starting out in the industry, it takes a lot of work to manage all of the resp...

How to download leads from Facebook

When you’re growing your business, people are your most valuable resource. If all goes well, the number of people you bring into your business as contacts, clients, or customers will grow exponentially. A healthy business is one that constantly seek...

How to become a holistic health coach

Are you passionate about helping other people with health and wellness? If you find fulfillment in supporting clients through nutrition and holistic remedies, then you might want to consider becoming a holistic health coach.

People are frustrated b...

How to compress a PDF

PDF files are super handy. Short for portable document format, PDFs are one of the most popular file types because they can be shared across multiple platforms.

But it becomes more difficult to share them the larger they are. So if your file contai...

HIPAA compliance rules for pharmacies

The Health Insurance Portability and Accountability Act, commonly known as HIPAA, established rules governing healthcare in the United States. Congress enacted HIPAA in 1996 when people still referred to the internet as the World Wide Web and Amazon ...

Document automation vs document assembly

If you’ve been researching document automation, you’ve probably come across the term document assembly. People often use these two terms interchangeably. However, there’s a growing difference between them and the types of software they describe.