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CORE MODULE

Configure Save and Resume

What you'll learn in this guide

How Save and Resume is configured across two levels — the system-wide defaults that apply to your whole tenant, and the per-form settings that control how Save and Resume behaves for each individual form.

Overview

Save and Resume lets users save a partially completed form and return to it later via a link. It's most useful for longer forms — applications, onboarding flows, or anything a user is unlikely to finish in one sitting.

Configuration happens at two levels. System-level settings in Edit settings set the global defaults for password length and link expiry across your whole tenant. Form-level settings in each form template's Details tab control whether Save and Resume is available on that specific form and how it behaves when a user returns.

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System-level settings

These defaults apply across all forms in your tenant. Only users with administrator access should change them.

  1. In the Receive module, click Edit settings under Receive settings in the secondary navigation.
  2. Scroll to the Save and Resume section.
  3. Click the edit icon next to the setting you want to update, make your change, and click Save.
Setting What it does
Min password length Sets the minimum number of characters required when a user creates a password to protect their saved form link. Default is 6. Increase this to meet your organisation's security requirements. Applies to any form that has Require password to resume form enabled.
Save link expiry days Controls how many days a save/resume link remains valid before it expires. Default is 7 days. Set this shorter for forms containing sensitive data, or longer for complex forms where users may need more time to return and complete them.

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Form-level settings

Each form template has its own Save and Resume section in the Details tab. This is where you enable the feature and choose how it works for that specific form. None of these options are on by default — you'll need to tick the ones that apply.

  1. Open the form template and click the Details tab.
  2. Scroll to the Save and Resume section.
  3. Tick the options you want to enable for this form.
  4. Click Update to save your changes.
Option What it does
Enable save/resume via copying link Lets users copy a resume link directly from the form to return later. Good for public forms where users may not have an email address on file, or where you want to keep the experience self-contained.
Enable save/resume via Email Sends the user an email with a link to continue their saved form. More convenient for users and removes the need to copy and store the link manually.
Require password to resume form Prompts users to set a password when they save the form. They'll need to enter it again when resuming. Adds a layer of security to the resume link — minimum password length is set at the system level.
Redo authentication on resume Requires the user to re-authenticate (using the form's configured authentication method) when they return via the save link. Use this for forms that require a verified identity at the point of resuming — not just at first access.
Redo MFA on resume Requires multi-factor authentication (MFA) to be completed again when the user resumes. Use this alongside authentication for forms containing sensitive or prefilled personal data.
Redo KYC on resume Requires the user to complete Know Your Customer (KYC) verification again when resuming. Relevant for forms where ongoing identity verification is a compliance requirement.

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‍Save and Resume overrides prefill data settings: If a form uses prefilled data and a user saves and resumes, the Save and Resume settings take precedence over the prefill data settings. If Redo MFA on resume is not ticked, MFA will be bypassed when the user opens the saved link — and the prefilled data will be supplied automatically. For forms containing sensitive pre-populated content, always consider enabling Redo authentication on resume or Redo MFA on resume to prevent unintended data exposure.

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Save and Resume via Email: requires an email set up in Send which includes a unique field that needs to be mapped in.

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‍Combining options: Save/Resume via email and via link can both be enabled at the same time — users can choose either method. For guidance on how to combine Save and Resume with your authentication and MFA settings, refer to the Access and Authentication guide.

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Once your form-level settings are saved, the Save and Resume controls will appear on the form for users. The system-level defaults for password length and link expiry apply automatically — no extra configuration needed at the form level for those.

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