Save and Load

Live Forms v8.0 is no longer supported. Please visit Live Forms Latest for our current Cloud Release. Earlier documentation is available too.

Save and Load

Once a user has authenticated a first time they will not have to authenticate again until their browser session expires as a cookie is maintained. If the user clears browser cookies or opens the form in a different browser they will have to re-authenticate.

Public forms that include the save/load feature or digital signatures require a login. When the anonymous user clicks to save or sign, they will be prompted with the login screen.

As a form designer you can also use the save/load feature for testing purposes. Since the 

Form Server has already authenticated you when you logged into
, the save/load authentication dialog will never be displayed.

Saved forms are not the same as submitted forms. Saved forms and the user who has the form locked can be viewed in the Submissions Table  by checking the SAVED checkbox as the submission type . Saved forms can contain invalid data and also contain required fields with no values yet entered. When such a form is re-loaded the missing and invalid values are again flagged as such by

. And the form cannot be submitted until corrections are made to those fields.

Customizing the Save Button Label for Workflows

The Save Button Label can be customized for each step in your workflow. For example, you can change the button text to Save for Later on step 1 of your flow and then to something different on step 2. This will help users understand what to do if they want to save a partially completed flow. Simply click on a step in your flow, click the 

Edit Flow Properties icon from a flow step or a section of the Properties Navigator on the left side of the Flow Designer and enter the text for the Save button label in the Save Label property.

Currently the ability to change the Save button label is only available for flows.