ShareFile

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.
Auto-save Information Request progress