How to send a form that is half filled with client's information?

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    cherylglows
    Asked on January 21, 2020 at 05:09 PM

    Hi, I am wondering if it is possible to set up a form that I can use for all my clients, however just before I send the relevant form to a client, I fill in myself some client specific information into the fillable fields that I have created. This way each version of the form I send to each client will already be half filled for them and then they need to fill in the blanks? 


    Thank you. 

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    KrisLei
    Answered on January 21, 2020 at 07:00 PM

    Hi,

    Thank you for reaching out to us.

    To clarify, you are trying to prepopulate the form before sending it out to your clients? Also, you are going to fill in the form with different details, correct? So the question would be on how to do it or is there an easy way to accomplish that?

    If your question is how to effectively prepopulating the fields, there are a lot of ways on doing that. One is, if your client's information is already arranged on a spreadsheet you can use the Spreadsheet to Form widget to prefill the fields.

    For your reference: How-to-Use-the-Spreadsheet-to-Form-Widget

    Then to save the half-filled form, please follow this guide: How-to-Save-Forms-and-Continue-Later

    Ideally, you are going to send the link for the half-filled form to your clients so that they could continue on filling it and submit the form.

    I hope this helps. If not, please provide us further details on your form requirements to better assist you.