Sometimes when submitting a form through a public link we do not always have all the information we need or the time to complete the submission in one go. The Assurance Save and Return feature allows a submitter to partially complete a form, save it and return to it at a later time to complete it and submit it through the public link.

The feature allows people who submit incident reports or breaches through the Assurance public link to start their form, save it and return to it later.

In this article, you will learn about:

• Activating the Save and Return to Form Later Feature
• Using the Save and Return to Form Later Feature

Activating the Save and Return to Form Later Feature

1. Select on the Administration Gearwheel > Registers & Forms Templates. Select the relevant Form Template.
2. Select on the Public Link Tab and then select the word No under 'Save and Return to Form Later' which will open up the options No and Yes. You can change to Yes and select the blue tick button.

Using the Save and Return to Form Later Feature

When a user uses the public link, they will see a 'Save and Return' button next to the Submit button. To save and return to the form later, select on 'Save and Return'.

Assurance will ask the user to enter their email address at the top of the Form. This will enable Assurance to send the user a link that will enable them to return to the saved Form. The Form will be saved for a period of 100 days after which it will be permanently deleted from Assurance.

The user will receive an email reminder regarding the saved Form every two weeks on Monday until they submit the Form, or it is deleted. They will also receive one final reminder the day before the Form is deleted from Assurance.