Pre-filled form
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Discover the convenience of pre-filled forms through this article.
What is pre-filled form?
Pre-filled forms act as efficient time-savers. Upon opening the form from your invitation, recipients find specific sections already completed. This reduces errors and accelerates the process, making tasks smoother and more seamless.
Apply pre-filled form
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After creating an invitation and accessing the Invitation panel, click the Pre-fill Form button at the top.
This will open a new page displaying the associated form. -
On the associated form, populate specific fields with your customized data.
As you enter data, the field’s border will turn yellow. At the top of these yellow-bordered fields, you’ll find options for Visibile (eye icon) or Read-only mode (pen icon).
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Adjust those pre-filled field’s mode by crossing out or uncrossing the options:
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Cross out Visible: The pre-filled field becomes hidden in the form, making it invisible to recipients.
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Uncross Visible and cross out Read-only: The pre-filled field is visible to recipients. However, it cannot be filled out.
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Uncross Visible and uncross Read-only: The pre-filled field is invisible to recipients, and they can modify the pre-filled content.
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(Optional) For global settings, at the top of the page, toggle options on/off as needed.
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Once you’ve completed the pre-filled form, click Save Pre-filled Form located at the top right corner.
Upon receiving the invitation, your recipients will encounter pre-filled form fields.