When a client receives a smart file with questions, they can add their responses from any device. If they miss a required question, they'll be prompted to answer it before proceeding or submitting the file.
Responses are automatically saved (as long as the client uses the same computer/browser and doesn't clear their cache/cookies). If the client closes the smart file, they can resume where they left off when they reopen the document.
What if a client needs to edit a submitted questionnaire?
After submission, if a client needs to make changes, you can edit and resend the file to move it back to "In progress." From there, the client will be able to edit again.
If you notice that clients often miss questions or submit a questionnaire without filling everything out, consider setting each question to "required." This ensures that the client must fill out the questions before they can submit the file and they can't accidentally submit.
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!