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Auto-save Information Request progress
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Auto-save Information Request 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.
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