The signer must first authenticate (if authentication is configured for the web form).
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9 เม.ย. 2024
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.
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The signer must complete a brief form to save their instance of the web form as an in-progress agreement. The required fields are:
- Name
- Email address (twice)
- Name of the form (optionally; controlled by settings)
Select Next or Save when complete.
When Next is the option, additional recipients are allowed to follow the initial signer and a new overlay is presented for the signer to configure as needed. (Additional participants marked as Required on the web form must be completed.)
Select Save when complete.
Saving the web form ends the web form experience for the signer and converts it to a normal agreement experience.
- All filled-in field values are imported into the agreement.
- An email is generated for the signer with a Review and sign link.
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:
When enabled, Save on opening the web form triggers the saving process as soon as the initial signer opens the web form and agrees to the Adobe Terms of Use. By default, the signer will have the option to cancel the saving process.
Enabling/disabling this setting applies the effect to all web forms within the scope of the setting (Account or Group) and applies immediately to all newly opened sessions to the web form.
If the web forms created in the group are small, quick, and easy to understand/complete, this setting may introduce more up-front friction than is warranted. However, if your web forms tend to be long, complicated, or contain a lot of fields, enabling this option is a good safety against the signer's session expiring mid-process, forcing the signer to restart the form.
Accounts that have Users in Multiple Groups enabled can create unique groups for web forms that are exceptionally complicated if the account is generally configured for easier web forms that don't warrant saving the web form initially.
When Enforce Save on open is enabled, the option for the signer to cancel the saving process is removed. The signer must complete the save process before they can start filling in the form.
The option to Disable Signer reauth on accessing the web form from emailed links allows the recipient to bypass the authentication process for the web form when they open the agreement from the emailed link.
Enabling/disabling this setting applies to all agreements saved after the setting is saved.
This option eases friction on the signer and improves the likelihood the signer will complete the signature process.
Web forms that leverage the Knowledge-based authentication process should seriously consider if consuming another premium authentication transaction is warranted when accessing a saved web form.
When enabled, recipients can change the name of the agreement to any value they prefer.
Enabling/disabling this setting applies to all agreements saved after the setting is saved.
When recipients rename an agreement, the name value is applied to the agreement, audit report, and all related documents/properties. This directly impacts the ability to search for the agreement by name from the Manage page.
However, the agreement is still directly related to the parent web form and is included in all reporting done using the parent web form.
If this option is enabled, it is recommended that clear instructions regarding how the recipient should name the agreement be conveyed to the signer.
