Audience: end-users at Contract Eagle Enterprise customers
Users can save an unfinished Form
End-users who have started filling in a form can save their form entry for completion
later on. Incomplete forms are retained for 7 days.
At the bottom of any form screen, users will see options to Save and exit, Start new
and Discard.
On selecting Save and exit, Contract Eagle will email the user a link to return to their
incomplete form. Users will go back to their Contract Eagle Dashboard.
Contract Eagle will autosave an unfinished form
If a form session is interrupted eg by closing the browser/tab or the session timing out, a copy of the form data will be saved automatically. Contract Eagle will email the user a link to return to their incomplete form.
Users can return to their incomplete forms
If a user has incomplete forms, they can return to those forms by:
Following the link in the email sent to their address; or
Clicking Contracts > Add > and selecting the same form. This screen will display their previous form entry and give them the option to Resume, Start new,
Discard or Exit.
If a user has begun multiple entries on the same form, all unfinished forms will be kept
for 7 days until they are Submitted or Discarded.