Secure passwords for data verification

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    Asked on June 10, 2020 at 12:50 PM

    We are wanting to set a form up for our credit union members to update their profile information. Are we able to set a password for the form to send members and somehow integrate with another system to pull current information into the form for the member?

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    Answered on June 10, 2020 at 03:26 PM


    It is possible to enable the password protection option in your form settings. Please take a look at this guide:

    With regards to pulling information from another system, you can use the "Spreadsheet to Form Widget".

    The widget will allow you to get data from a file and will get data from the file based on an input. You can use this guide for further information regarding using the widget:

    Let us know if you require any further assistance.