Partially fill out form and save it for customer to complete later

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    laborday
    Asked on October 26, 2019 at 10:09 PM

    I've read the tutorial on how to save forms and complete them later, but it has left me confused as to how to apply it to my situation.

    I would like to begin filling out a form for a customer, and then send them a link to it so that they can finish filling it out themselves. For example, I might want to fill out most of the form for someone, and then have them submit it so they can pay with their credit card, which I can't do for them.

    If there a way to do this?

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    roneet
    Answered on October 26, 2019 at 11:45 PM

    You can use the session method to save and continue later feature.

    Save input data in session: User can save the input data in the session that is stored on our server. Please be noted that this feature requires should have the "Page Break" field. The data is saved only on the click of the next button.

    The following guide should help you:  http://www.jotform.com/help/97-How-to-Save-Forms-to-Continue-Later

    You can allow users to return to edit their submission in an email autoresponder.  Here is our guide on how to do so:

    https://www.jotform.com/help/40-How-to-Let-Users-Update-Their-Form-Submissions-at-a-Later-Date

    The emailed link will allow users to return to their specific submission at any time to update their data.  Once the submission is updated, it will be replaced with the new data, rather than creating a new submission.

    This method requires two Forms. On submitting Form 1 a unique link would be created for each of the users. Next, you can fill some of the information to the second Form and share the link to the user to fill out the product details and purchase it.

    Hope this helps.

    Do try it out and get back to us if you have any questions.

    Thanks.

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    laborday
    Answered on October 27, 2019 at 01:34 AM

    I'm sorry, but I've read the instructions, including the linked tutorials, and I can't seem to wrap my head around it. It's not clear why I need a First Form at all. Why not just have an auto-responder with the Main Form that has the {edit_link} field in it? Then I would partially fill out a form, click Submit, the "user" (that is, the person for whom I'm filling out the form and whose email address is in the form) would receive the link and would use it to access the partially filled out form in order to complete it?

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    jherwin
    Answered on October 27, 2019 at 02:57 AM

    The first form is the one will trigger to save submission sessions. 

    Why not just have an auto-responder with the Main Form that has the {edit_link} field in it?

    Well, that's an option as well. You can use the edit link function if you want a workflow like that.

    Guide: How-to-Let-Users-Update-Their-Form-Submissions-at-a-Later-Date

    Let us know if you have further questions.