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Using the app

Form typesWorkspaceJobsStarting a formCompleting a formFill with AIPDF downloadsShare linksSaved detailsSaved signaturePresets
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Using the app

Presets

Save and load full-form snapshots on Solo and Team

Presets save a whole form snapshot for one template. Use them when many jobs start from the same answers.

When to use a preset

Use a preset for:

  • Repeat job types with the same starting selections
  • Standard business defaults on a template
  • A known baseline that you edit per job

Use saved details instead when you only need one reusable section, such as licence or business details.

Save a preset

  1. Open a cloud-saved form on Solo or Team
  2. Fill the values you want to reuse
  3. Open Presets from the form toolbar
  4. Tap New preset
  5. Name it clearly, then Save preset

You can also manage saved presets from Presets in the sidebar.

Load a preset

  1. Open the same template
  2. Open Presets
  3. Choose the saved preset
  4. Confirm the load
  5. Update job-specific values before download

Loading a preset replaces current form values. Use it before you do detailed job-specific entry.

Personal and team presets

  • Personal Solo presets are yours only
  • Team presets belong to the active business workspace
  • Presets do not move between unrelated templates

Saved details

Reuse smaller blocks such as business or licence details.

Saved signature

Save your signature to your account and prefill it on forms

Overview

Use supported lookups on Solo and Team, with manual entry always available

On this page

When to use a presetSave a presetLoad a presetPersonal and team presets