How to send a partially completed form to customer for final completion?

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    BoltonInsurance
    Asked on February 15, 2021 at 09:27 AM

    I'm interested in being able to partially complete a form for my customer and then send it to them for final completion. Is there a way to do this without my customer being required to set up their on sign in or being required to use credentials in order to open the form?

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    Jong_P
    Answered on February 15, 2021 at 10:30 AM

    Hi,

    Yes, what you require is possible.

    For the answer, I was going to write a lengthy reply for that, but I think you can find a similar post where my colleague has explained the process in a simple yet understanding way. Could you have a look at following post and see if it matches what you require? - https://www.jotform.com/answers/2810355

    I think it matches what you require, so if you have further questions, please ask it here.

    Moreover, since your account is HIPAA enabled, we are not allowed to access your submissions or forms. Therefore, if you would like to make some points to get delivered across, a capture screen image will be very helpful for further assistance with your future inquiry.

    I hope my answer was helpful. Please let us know if you have further questions.

    Best,