Before you start
Forms that use conditional logic or a grid can't be broken into steps - they stay as one scrolling page. If that's your form, stop here.
Add all your fields and sections before turning stepping on, so you can preview the real page split rather than an empty one.
1. Open your form template
Form templates live in two places. Open whichever matches what you're building - you only need one:
a) Inside your Portal Group
b) Inside your Proposal group
2. Turn on stepped pages
Add the elements to the Form, return to the first block (or the title) and tick "Break form into steps (one field or section each)".
Leaving the box unticked keeps the form exactly as it is today — one long scrolling page.
3. Save the form
Click the "Save" button to apply the changes
4. Preview the page split
MyDocSafe splits the form for you — you don't choose the breaks manually. Click "Preview" (eye icon) to see exactly how your client will move through it.
What your client sees
When your client opens the form from their portal or a workflow, they see one page at a time with:
A progress bar across the top, so they know how much is left.
"Next" and "Back" buttons. Going back never loses what they've already typed.
The form name above every page, so they always know which form they're filling in.
The first field selected automatically — they can start typing straight away, and press Enter to move to the next page (or to submit on the last page).
In a portal workflow, "Save and close" stays available on every page. Your client can stop part-way, come back later and pick up where they left off. Any terms and conditions appear on the final page, just before they submit.
