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

  • harrydetwiler
    Asked on June 15, 2015 at 5:13 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?

     

    Thanks

    John

  • David JotForm Support Manager
    Replied on June 15, 2015 at 6:05 PM

    In this case you can apply the save forms to continue later workaround, this will not depend on browser's cookies: https://www.jotform.com/features/save-and-continue/?

    How can I utilize the Save feature when I pre populate a form and email it to a client? Image 1 Screenshot 20

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

  • harrydetwiler
    Replied on June 15, 2015 at 7:05 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?

  • Chriistian Jotform Support
    Replied on June 15, 2015 at 9:22 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.

    How can I utilize the Save feature when I pre populate a form and email it to a client? Image 1 Screenshot 30

    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. 

    How can I utilize the Save feature when I pre populate a form and email it to a client? Image 2 Screenshot 41

    Do let us know if you need further assistance.

     

    Regards.