# Completing a form (/docs/features/completing-a-form)



Each template opens in a full-screen form editor. Work through the sections, check the warnings, preview the PDF, then download when it is ready.

## Sections and progress [#sections-and-progress]

Each section card shows:

* Required fields and validation messages
* Progress for that section
* A help link when docs exist for the section
* Saved details controls when that section supports them
* Job system import links beside supported fields, or a Fill and Connect banner when Connect import is enabled
* Rich fields such as signatures, photos, or diagrams when that template needs them

The progress panel lists every section so you can jump straight to missing items.

## Validation [#validation]

Select **Validate** before download. Validation checks required fields and template rules, such as dates, contact formats, required choices, and linked sections.

When validation fails, fix the highlighted section and run **Validate** again.

## Review [#review]

Select **Review** to see a read-only summary across the form. This is the fastest way to catch wrong names, addresses, licence numbers, readings, serial numbers, and dates before you open the PDF preview.

## Toolbar actions [#toolbar-actions]

| Action           | What it does                                                                                                                   |
| ---------------- | ------------------------------------------------------------------------------------------------------------------------------ |
| **Validate**     | Checks the form and highlights problems                                                                                        |
| **Review**       | Opens a summary of entered answers                                                                                             |
| **Preview**      | Generates an in-app PDF preview without using a download allowance                                                             |
| **Download**     | Saves the finished PDF to your device                                                                                          |
| **Sample**       | Adds demo data where Fill with AI is not shown, for testing only                                                               |
| **Fill with AI** | Solo or Team: opens chat to fill supported fields from notes, photos, or voice dictation ([help](/docs/features/fill-with-ai)) |
| **Clear**        | Resets the current form where the template exposes it                                                                          |
| **Presets**      | Saves or loads full-form snapshots on Solo or Team                                                                             |
| **Email**        | Opens template email options where supported                                                                                   |
| **Portal**       | Opens template submission portal links where supported                                                                         |

## Autosave [#autosave]

* Local save works in the browser for guest and Free public forms.
* Cloud autosave works on Solo and Team while enabled in Settings.
* The save indicator shows whether the latest local or cloud save has completed.

Do not rely on local drafts across devices, private browsing, or cleared browser data.

## Reusing details [#reusing-details]

Supported templates can use:

* **Saved details** for reusable business, licence, customer, or provider details
* **Presets** for full-form starting points
* **Address search** for Australian address blocks
* **ABN lookup** for business names and ABNs
* **Licence search** inside supported form fields, plus **Licence check** under Tools for supported public registers
* **Integration import** with **Fill** (link icon per field) or **Connect** (map fields once, then import a whole job, contact, or project) for supported fields on ServiceM8, Fergus, or Xero
* **Fill with AI** on Solo or Team to describe job details and fill supported fields from chat ([help](/docs/features/fill-with-ai))

Imported and reused details still need a final check.

## Downloading with warnings [#downloading-with-warnings]

If required details are missing, Download asks you to fix them. Some warnings can be bypassed with **Download anyway** after you confirm responsibility.

<Callout type="warn" className="docs-callout-warn my-4">
  Always check the PDF preview before sending, lodging, or handing over a form. Tradie Forms does not verify the real-world job details for you.
</Callout>

<Card title="Connections" icon="hugeicons:plug" href="/docs/features/integrations">
  Connect ServiceM8, Fergus, or Xero and import details into supported fields.
</Card>