Auto-save Form progress

About Auto-save

• Auto-save occurs every few seconds or when the user navigates between questions.
• Saved data is stored securely in the user’s ShareFile account context — no manual “Save” button is required.
• If the browser closes unexpectedly, the system restores progress when the user reopens the form.
• Each auto-save is timestamped with “Last Saved at [time]” displayed at the bottom of the form.\

Client visibility

• A small indicator (“Auto-saved”) appears briefly whenever progress is captured.
• Clients can safely close the window and return later using the same link. They can also use the Projects -> Requests tab or open the Form tasks directly from client portal.