Draft Mode - The Save Draft feature allows the user to save copies of their form entries without needing to complete all required fields. Draft forms can not be signed. Once a form has been saved as a draft, the save draft button will remain available until the form is completed and saved via either the Update or Update and Sign button. To learn more, visit our article about draft mode here: Save a Form as a Draft

Form History - The Form History introduces versioning to forms. All new updates to a form will be saved to Form History. Form History can be accessed through an icon on the forms tab, below Open Form and View Report. This button will only be available if the form has history records present. Forms that were saved before this feature was introduced will not have forms history and the button will not be displayed. Selecting the Form History button will open a new frame displaying all saved versions of the form and allow users to download different versions of the form. Please note that only non-draft forms will be displayed. For more information about Form History, check out our support article: Form History

New Filters - Filters have been added to the consumer forms tab. This allows users to filter the view to show all forms, only drafts, or only non-draft forms. To learn about the filtering options available in SETWorks, visit our article, available here: Filter Forms

Restricted Fields - Restricted Fields allow the creation of form fields that are locked, so that only roles with the appropriate permission can edit that field. This will not affect viewing the completed form and users without the ability to edit a field will see the field if there is data in it as a read-only version. Fields added to a form can now be marked as restricted in the form question edit screen. A column for Restricted Fields has been added to the questions grid in the form builder. A new privilege has been added to enable the editing of restricted fields: “Enables the editing of restricted fields assigned to certain forms". With the privilege set to ON, the form will behave as normal. With the privilege set to OFF, if there is no previous data in the field, the user will not be able to see the field. If data is present in the Restricted Field, the user will be able to view it but not make changes. Restricted Fields

Multi-Signatories - Multi-Signatories allows users to edit an existing form without removing previous signatures. The ability to modify forms without removing signatures must be enabled on a form by form basis, but the form history and other features will be available to all forms. To enable this feature on a form, select the “Save/Update Form Without Removing Signatures” option from the form edit window in the form builder. Checking this checkbox will present the user with the following statement indicating their acknowledgement of the ability to modify forms with existing signatures:
“SETWorks is purposefully and knowingly enabling this feature which allows for multiple signatories on a form, including multiple updates without removing signatures. Users will see an acknowledgement and will have to confirm that they will not add any content or make any modification that alter the prior content of the form which would require review by prior signatories. SETWorks has confirmed that this functionality is not in violation of any applicable laws or requirements as they pertain to this form.”
Please ensure that your county, state, or other organization and regulatory agency allows the Multi-Signatories feature before enabling this on any form.
When updating a form that has already been signed, the user will be presented with a warning and three options: Preserve, Remove, and Cancel. Preserve will save any changes with the form and will also keep the existing signatures. Remove will save the form and remove all existing signatures. Cancel will make no changes to the form and/or signatures and return the user to the form edit window. Multi-Signatories

Improved Session Timeout - Have you ever been logged out when working on a long form? We’ve added a new feature that keeps you logged in when working on a form for longer than the maximum session timeout. (2 Hours by default, but this setting is configurable via the Security Utility.)