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How Can I Enable Saving For Later On My Form Or Questionnaire?

Follow these steps to let clients save their progress on a form or questionnaire.

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Written by Brittany
Updated over 2 months ago

Step 1: Go To Your Form or Questionnaire

  • Click on Forms in the vertical menu or the horizontal menu.

  • On the Forms page, click on the Templates tab.

  • Go to the Forms sub-tab, next to the My Forms header, then click on the form that you want to enable saving progress for.

Step 2: Open The Settings

  • In the Form Builder, click on the Settings gear icon in the upper right corner.

  • From the Edit Settings panel, click on the Enable Saving toggle switch. A green Changes Saved toaster message will appear.

Client Form View Example

  • When your clients open a link to a questionnaire or form, they can save their progress by using the Save For Later button at the end of the form.
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  • Clients can return to their saved form or questionnaire answers by using the same link.


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