While at the time, our app doesn't have a built-in feature to generate what's known as a 'continue link,' you can manually create one by following the format below:
This link can then be sent to prospects so they can finish a submission begun by the agent.
➡ To Create a Continue Link/URL:
Navigate to Forms and select Share under the form you want to send to the prospect.
Copy the URL provided, and enter it in your browser.
Fill out any information you don't want your prospect to have to enter.
(Note: You can skip any question without a red asterisk[*] present.)
[Once you've finished pre-filling the information, you'll have 2 options.]Tap Back until you are at the beginning of the submission, then proceed with step number 4 (see below) to finish sending the "continue link."
If you've made it to the end of the form, you'll see the following screen:
Your prospects will then need to:
Tap Edit (circled in red) for each category.
Select Back, taking them to the very beginning of the form, and allowing them to go through each step ensuring the info is correct.
They will then see the same screen as pictured above and can select the checkbox to verify the info is correct and select Submit.
Copy the URL and be sure it matches the format provided at the beginning of this article.
i.e. If your prospect's submission ID was Su_GDxbbYtjbkp, the full continue URL would be: https://insuranceform.app/s/Su_GDxbbYtjbkp/continue