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 17, 2023 in collaboration.
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About the Form Builder Blog

The Online Form Builder Blog is published by FormSmarts, a web form service providing all you need to create a form and publish it online in minutes. FormSmarts makes it easy to build a form and embed it on your site. You can then get form submissions by email or store them on FormSmarts and download an Excel report. Learn more about the many other benefits of FormSmarts.

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