The signer must first authenticate (if authentication is configured for the web form).
Overview
When filling in a web form, the input field values exist only in the user's browser session. Consequently, web form signers must complete all field input in the initial session, submitting the entire form at once. Leaving the browser session for any reason discards all input values and requires the signer to start over.
Acrobat Sign groups that produce complex web forms may want to allow users to save the web form in a partly complete state to resume and complete later.
Once enabled, the signer can save the web form at any time by opening the Options menu and selecting Save.
Additionally, the signer is prompted to save the web form if they attempt to navigate away from the form.
Once enabled, the signer is asked to provide their name, email, and a brief description of the form for use as the form/agreement name. Doing so allows the web form to be saved in the Acrobat Sign system as a discrete agreement.
The signer's experience
When the save process is triggered, the signer must complete a brief questionnaire to save their unique instance of the form.
How to enable and configure the feature
To enable the option to Allow recipients to save their progress and continue later, navigate to Account Settings > Global Settings > Web Forms.
Check the Allow recipients to save their progress and continue later option and Save the page configuration.
- The setting can be configured at the account and group levels.
- The setting is only available for enterprise and business tier accounts.
- The setting applies to all existing web forms within the scope of the setting.
- Account-level settings are initially inherited by all groups in the account.
- Group-level settings override the inherited account-level setting.
- Changing the setting updates the signer's experience in real-time for newly started instances of the web forms.
- Enabling the setting adds the option for new web forms to be saved, either by the signer's choice or by the optional setting mandate (see below).
- Disabling the setting removes the option for signers to save the instance of their web form.
- Disabling the setting does not impact agreements that have already been saved.
- Disabling the setting does not impact agreements that have already been saved.
- Enabling the setting adds the option for new web forms to be saved, either by the signer's choice or by the optional setting mandate (see below).
When saving web forms is enabled, there are three options that can be configured to further improve the recipient experience: