Save and continue later option?

  • oneaccountingtax
    Asked on February 2, 2021 at 11:22 AM

    Hi,

    I am using the form to collect information and I have asked me if there is "save" optional for them go back to complete the form? They might not have all the numbers whiling completing the form. Thanks

  • Amin JotForm Support
    Replied on February 2, 2021 at 2:19 PM

    That can be done by enabling the "Continue forms later option". When enabled, an additional button will appear on the form labeled as"Save and continue later". You can change its label as desired.

    Respondents need to click the button to save their progress. This feature will never save their progress automatically.

    Afterwards, they will be able to get the shareable link to their saved session to complete the form whenever, and also they can send it to their email address by typing in their email address and click on "Send link" as shown below.

    1591416636Screenshot 2020 06 06 Form Screenshot 10

    Also, you can fully customize the Save Later Email sent to users, and also use Custom Sender Email as well so it will appear as you sent the email, not JotForm.

    Related guides:

    Setting-up-the-Continue-Forms-Later-Feature

    How-to-Enable-Autofill-on-Forms

    I hope I have been of any help.

    Should you have any further inquiries, we will be more than happy to help.

  • oneaccountingtax
    Replied on February 2, 2021 at 8:20 PM

    Dear, I enabled the "Save and continue later" but I don't see the that option on the form. Thanks

  • Yau_C
    Replied on February 3, 2021 at 2:06 AM

    Hi,

    You need to click 'show more option' and

    you will be able to see the 'customize Save and Continue Later Email' link:

    1612335792 601a4ab0108fc  Screenshot 10


    You may then change and save your email as follow:

    1612335869 601a4afd86abd  Screenshot 21

    Let us know if you need further assistance.

    Best,

  • oneaccountingtax
    Replied on February 4, 2021 at 12:05 PM

    Yes, I did. Please see below. Where do the user click to save the form and continue later on the form page itself?

    https://form.jotform.com/210278314975157


    1612458315 601c294bc572b  Screenshot 10

  • Amin JotForm Support
    Replied on February 4, 2021 at 4:00 PM

    "Where do the user click to save the form and continue later on the form page itself?"

    At the end of the form as shown below.

    1612472091 601c5f1b9c09e  Screenshot 10

    However, you can add another button and place it wherever you wish on the form. You can do this by adding a new Submit button, then drag and drop it wherever you wish. See below.

    1612472409 601c6059eb77b  Screenshot 21

    Should you have any further inquiries, we will be more than happy to help.