Save and Resume
Last updated
Last updated
Since KYB requires quite a few documentations, you might encounter moments to leave the form for preparation. If save the form, you can resume the form later.
The 'Save Option' is set as default when the project is created. If you want to turn them off, contact Helpdesk.
Click the 'Save' button on each page, also click 'Skip Create an Account' if you don't want to create an account.
If you want to save and transfer the saved form to yourself or someone else by email, type in the address and click 'Send'. If you want to share it by link, click 'Get Shareable Link' and paste to wherever you need.
The form will be saved on a 'page' basis. For example, if you stopped at the middle of 2nd page and saved, only the first page will be saved.
Email will send a button to open the saved form as shown above.