Completed forms are stored in the company's Documents in the folder specified in the form settings. By default, the form will always be saved with the name that is specified for the form in the form name field. If you want to personalise the title, you can set a text field in the answer to be saved as part of the form name.
How to do it?
Click on the pencil button behind the text field selection whose answer you want to save as part of the form name. Then click on the Use in document name checkbox.
You can save more than one text field in the form name, but the maximum total length of the form name is 99 characters.
Important information about form saving:
The form template will not appear in the Archive, i.e., the Documents section. The form template is only available through the edit link sent to the form creator's email. Only signed forms and those that are incomplete are stored in the Archive. Incomplete forms are shown with the status "Pending", and the customer should be asked to fill out and sign the form again, as the incomplete form cannot be reopened. A form with the status "Pending" can also be deleted from the Archive entirely, so it does not remain visible unnecessarily.
You need to complete the form saving process up to the Deployment tab, after which you will receive both the form link and the edit link in your email. The completed form can be utilized in two ways: with a fill link or by embedding it on a website using iFrame code. Both methods are available on the Deployment tab.
- Fill link: The fill link always remains constant for one form, meaning the same link is always provided to everyone who fills out the form.
- iFrame code: With the iFrame code, you can embed the form directly on a website. In this case, the form filler does not need to separately move to another tab to fill out the form, but can fill out and sign the form on the website.
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