Sending a partially completed form for someone to complete

  • Evolution Advisors
    Asked on February 4, 2023 at 3:48 AM
    In the past we would input some of the answers to questions on the Questionnaire we already have answered during the valuation. We would then send the Questionnaire with the answers to have the seller complete so they don't have to type in stuff we already know. Can we do this with the Questionnaire? Meaning, type in answers that are in the valuation into the Questionnaire and forward a link to the seller to complete the rest of the questions? 
  • Sheena JotForm Support
    Replied on February 4, 2023 at 4:00 AM

    Hello Evolution Advisors,

    Thanks for reaching out to Jotform Support. We suggest using our Manual Prefill feature to achieve what you're looking for. Let me show you how to set it up:

    1. In Form Builder, go to Publish.

    2. In the left menu, select Prefill.

    3. Click on the Manual Prefill.

    1664996267 633dd3ab03e93  Screenshot 10

    4. Select Add a New Prefill. This will open the form where you can enter the data for prefilling.

    1664996310 633dd3d6e569e  Screenshot 21

    5. Fill in all the fields you wish to prepopulate. Once done, click on Create.

    1664996331 633dd3eb939b9  Screenshot 32

    Now click on the Three Dots icon, so you can copy the URL to send it to your users so they can complete the rest of the form.

    1664996636 633dd51c3cdc3  Screenshot 43

    Check out this guide for more details.

    Let us know if you need any other help.