Ability to continue incomplete form | Tern Feature Requests

Ability to continue incomplete form

Medieval Weasel

It would be great if when a client has an incomplete form they can continue with that same form, versus creating a new one. This would also allow us to initiate an automation where we directed them back to the unique link for their form to continue it.

May 4, 2026

Okay Coral

This was just updated!

Julep green Haddock

Yes! This would be so helpful!

Autopilot

Merged in a post:

Allow clients to save, then reopen and complete a New Client form.

Lengthy Boa

I have a bunch of incomplete New Client forms. Clients start filling it out, then don't have their passport or some other needed information, and can only exit or submit. We need clients to be able to save, then later reopen and complete the form.

6 days ago