Is it possible to allow users to leave the form and retun to fill it later?

  • EnormousBoner
    Asked on July 20, 2016 at 10:42 PM

    I want to create a two step form. 

     

    STEP ONE:

    "Event Questionnaire"

    - I send someone an Event Questionnaire. They fill out the Event Questionnaire. 

    - They have two options: 1. Save and Return Later, or 2. Submit the Form

    - If they click on the Submit button, then they move to Step Two.

     

    STEP TWO:

    "Contract & Invoice"

    - By clicking on the Submit button in Step One, they are brought to a Contract & Invoice, which consists of: 1. Event Details - all of the answers to their Event Questionnaire, 2. Invoice - An itemized list of prices, aggregated from the answers on their Event Questionnaire, 3. Legal Contract Language - this would be the same for all Contracts,

    4. Electronic Signature - Basically, if the client accepts 1, 2, and 3 above, they can electronically sign the Contract & Invoice.
    They also have the option to "Return to the Event Questionnaire to Make Changes".

    - Once they sign the Contract & Invoice, they have two choices: 1. Print and 2. Save. 

     

    IS THIS POSSIBLE? 

     

    Thank you :)

    Page URL: http://www.alohaontherocks.com/#!beta/va9rc
  • Kevin Support Team Lead
    Replied on July 20, 2016 at 11:39 PM

    With the first step you have two different options, the first is the "Auto fill feature" which allows to save the form in the browser's storage, but this is cleared if the browser's storage is cleared too, this is only available only for one web browser, it means that you cannot continue filling the form on another computer or web browser, here is the guide for it: 

    How-to-Enable-Auto-Fill-Feature

    This second method will allow you to do all you cannot do with the method shared above, it works with different computers and web browsers as it saves a session in our servers, here is the guide with more details about it: 

    How-to-Save-Forms-and-Continue-Later

    STEP TWO:

    "Contract & Invoice"

    - By clicking on the Submit button in Step One, they are brought to a Contract & Invoice, which consists of: 1. Event Details - all of the answers to their Event Questionnaire, 2. Invoice - An itemized list of prices, aggregated from the answers on their Event Questionnaire, 3. Legal Contract Language - this would be the same for all Contracts,

    This is a different question so it has been moved to another thread in order to assist you better, it can be found here: https://www.jotform.com/answers/887406 

    4. Electronic Signature - Basically, if the client accepts 1, 2, and 3 above, they can electronically sign the Contract & Invoice.

    This will be answered here: https://www.jotform.com/answers/887410 

    They also have the option to "Return to the Event Questionnaire to Make Changes".

    To achieve this you will need to provide your users with the edit link so they can edit their submission and then get the fresh data on the second form.

    This guide will help you with that: How-to-Let-Users-Update-Their-Form-Submissions-at-a-Later-Date

    - Once they sign the Contract & Invoice, they have two choices: 1. Print and 2. Save. 

    This will be answered here: https://www.jotform.com/answers/887412 

    We will get back to you on the other threads as soon as possible.