Archive for April, 2023
How to Make a Form You Can Save, Edit and Share
FormSmarts supports complex application forms that an individual may start to complete, save and come back to edit over the course of several weeks. They may also invite a partner, co-signer or customer to fill out part of the form.
Save & Resume Forms
Standard forms are are short and transactional. An individuals starts filling out a form and submits it within a few minutes.
FormSmarts also offers Save & Resume forms. Save & Resume forms are long-lived. A user may save a form and come back to edit it as much as needed for a period as long as 30 days.
Collaborative Submission
When a person saves a form, they can invite someone else to continue the same form entry.
This supports application like:
- Online applications and reports with multiple parties, where each person fills out and signs part of a form and any of the contributors can submit it
- Online applications for services like loans and insurances where an agent starts an application with a customer on the phone or online chat, then hands off the application to the customer for them to complete and submit.
Comparing Standard and Save & Resume Forms
The table below outlines the main benefits of the Save & Resume feature and compares Save & Resume forms to standard forms.
| Standard form | Save & Resume form | Save & Resume form with Submit for Review | |
|---|---|---|---|
| Submitter can come back to edit a form | No | Yes | Yes |
| Multiple individuals may complete a form together | No | Yes | Yes |
| Staff reviews forms before they are submitted permanently | No | No | Yes | Staff can edit form responses after they have been submitted | Yes | Yes | Yes |
Save & Resume forms have an optional Submit for Review workflow. When enabled, a member of your team needs to review and approve or reject each form submitted to ensure it complies with your requirements.
Posted on Apr 17th, 2023 in collaboration.
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Tags: collaboration, digital contract, esignature, team