Skip to content
English
Submit Ticket Customer portal
Go to lendingwise.com
  • There are no suggestions because the search field is empty.

Webform Permission Setting - "Save & Finish Later" Button

The “Save & Finish Later” setting allows applicants to pause a multi-step webform and return to complete it at a later time. This feature improves completion rates by giving users flexibility—but it can be enabled or disabled depending on your business needs.

This article explains where to find this setting and how it behaves when toggled on or off.

Where to Locate the Setting

  1. Navigate to Accounts/Users/Contacts > Settings > Platform Settings > Webforms/Logins within your LendingWise portal. 
  2. Find the toggle for:
    Include Save & Finish Later Button on webforms?  

How the Setting Works

✅ When Enabled (Toggle ON)

  • A “Save & Finish Later” button appears within the webform
  • Users can:
    • Save their progress at any point in the application
    • Exit the form without losing entered data
    • Return later using a saved link or email prompt (if configured)
  • Partial applications are stored in the system
  • Ideal for:
    • Longer or more complex applications
    • Scenarios where users may need time to gather information

User Experience:

  • The button is visible throughout the form (typically at the bottom)
  • Clicking it prompts confirmation and may trigger an email with a resume link

❌ When Disabled (Toggle OFF)

  • The “Save & Finish Later” button is hidden
  • Users must:
    • Complete the application in a single session
    • Restart if they leave before submitting
  • No partial data is saved unless the form is fully submitted

User Experience:

  • Streamlined interface with fewer options
  • Best suited for:
    • Short forms
    • High-conversion, quick-entry workflows

Key Considerations

  • Data Capture:
    Enabling the feature ensures partial data is not lost, which can improve conversion rates
  • User Convenience vs. Simplicity:
    • ON = flexibility for users
    • OFF = faster, distraction-free completion
  • Follow-Up Opportunities:
    When enabled, saved applications can be used for follow-up workflows or reminders

Best Practices

  • Enable for:
    • Loan applications
    • Multi-step Quick app/Full App webforms
    • Any process requiring detailed input
  • Disable for:
    • Lead capture forms
    • Simple registrations
    • Quick qualification forms

Summary

The “Save & Finish Later” permission setting directly controls whether users can pause and resume a multi-step webform. Turning it on enhances flexibility and data retention, while turning it off simplifies the experience and encourages immediate completion.

If you’re unsure which setting is right for your workflow, consider the length and complexity of your form as your primary deciding factor.