How can I utilize the "Save" feature when I pre-populate a form and email it to a client?

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    Asked on June 15, 2015 at 05:13 PM

    I would like to be able to start forms for my clients making their completion process easier. Unfortunately I do not see a way to do this as the Auto-save feature utilizes cookies in the browser of the device in which the form was started. Is there a way to accomplish this?




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    Answered on June 15, 2015 at 06:05 PM

    In this case you can apply the save forms to continue later workaround, this will not depend on browser's cookies:

    Let us know if you need more help, we will be glad to assist you.

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    Answered on June 15, 2015 at 07:05 PM

    I have followed these directions and I am not getting what I am looking for. I would like to be able to start a form for my clients. For example: I would like to fill in their name, address, phone number, etc and then be able to provide my client with a link which will give them the started form. 

    When I follow the method described above none of the inserted data is saved for my clients. 

    Can you help further with this?

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    Answered on June 15, 2015 at 09:22 PM

    Hi harrydetwiler, 


    Another way that I can think of is to add Edit Submission Link in your Autoresponder email. Once you have added Edit Submission Link in your email, your clients can edit the form you have submitted by clicking the link. To add Edit Submission Link, just follow instructions below.

    Once you have added the Edit Submission Link, filled up the form and submitted it, the Autoresponder email will be sent to your client (email you have specified in the email field of your form) with the Edit Submission Link. See sample screenshot below. 

    Do let us know if you need further assistance.