To enable secure "Save and Resume" functionality for a form, these are the steps you need to take:
- First click on the "Security" icon on the right side menu of the form editor that looks like this:
- Enable Login Protection on the form by ticking "User Login Required" (see image below).
Login protection is required for the system to securely authenticate users and ensure that it is not possible for anyone other than that specific user to resume his incomplete application. This platform intentionally does not make use of public "resume" links as they can be guessed or bypassed.
- Now that login protection is enabled for the form we can tick "Enable Save & Resume" on the same screen, and then press the "Save Changes" button:
That's it! Your form now has secure save and resume functionality enabled and your users can choose to save their progress if they wish by turning on the "auto-save" toggle they will now see when they are filling out the form. If they save their progress and leave prior to submitting, the next time they return to the form the fields will be securely pre-populated.
Below is an example of a form which has Save and Resume functionality enabled. Notice that in the top left of the screen is an "Auto-Save" toggle which the user can turn on to auto-save their progress if they wish.
Whenever auto-save is switched on, the users form progress will be automatically saved as they type with no further action needing to be taken on their part. Users also have the option of switching off auto-save if they wish:
If they leave the form in an incomplete/unsubmitted state and close the browser, it does not matter. The next time they access the same form URL and login, they will find all of their previously entered values pre-populated on the form. For example this user has several days later resumed his application on a totally different device, and continues his application with his previously entered values pre-populated already:
As the owner of the form, you are able to see submissions which are in an incomplete/draft state: