How to Enable Fact Find Autosave – How It Works

Overview

The Fact Find Autosave feature automatically saves form progress as users complete sections. This helps prevent data loss and allows users to move between sections or leads without manually clicking Save.

Autosave is now available across all environments and forms and can be enabled by admins.

Key Benefits

• Automatically saves progress while completing forms

• No need to manually click Save

• Prevents loss of information if users leave the form

• Works across broker and consumer portals

• Improves form completion experience

How Autosave Works

Once enabled, the system saves entered information locally as users move through the form.

This means:

• Data is saved while navigating between sections

• Data remains saved if users leave and return to the lead

• No manual saving is required

Final validations only run when the form is submitted.

How to Enable Autosave (Admin Users)

1. Go to Forms in the admin portal

2. Select the relevant form

3. Enable Autosave Form

4. Click Publish

Once published, autosave will apply to that form.

Using Autosave in the Broker Portal

When filling out a Fact Find form:

• Enter information in any section

• Move between sections freely

• Navigate to another lead if needed

• Return to the original lead

• Your previous inputs will still be saved

You will also see an “Autosave Enabled” indicator on supported forms.

Using Autosave in the Consumer Portal

Autosave also works in the Consumer Portal.

• Information entered by clients is saved automatically

• If the page is refreshed or revisited, saved data will reappear

• Progress is retained across sections

This helps reduce incomplete submissions.

“Save” Button Update

The Save button is being updated to Next.

• Clicking Next moves users to the next section

• Autosave continues in the background

• This applies to both broker and consumer portals

Form Submission & Validation

• Autosave runs while users are completing the form

• Full validation only occurs when Submit is clicked

• Any missing or incorrect information will be flagged at submission

Availability

• Available in all environments

• Available for all forms

• Must be enabled per form by an admin

If autosave is not active, please contact support to have it enabled.

Frequently Asked Questions

Do I still need to click Save?

No. The system saves automatically as you complete the form.

Will my data be lost if I leave the page?

No. Your progress is saved and restored when you return.

Does autosave submit the form?

No. Autosave only saves progress. Submission must still be completed manually.

Is this available for all users?

Yes, once enabled by an admin.

Need Help?

If you experience issues with autosave or notice missing data, please contact our support team at support@effi.com.au with:

• Lead ID

• Form name

• Date/time of issue

• Screenshots (if available)