> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ccew.com.au/llms.txt
> Use this file to discover all available pages before exploring further.

# Saved forms

> Store, manage, and edit completed CCEW forms with intelligent privacy controls

CCEW's saved forms feature allows you to store completed form data securely, access your form history, and reload previous forms for editing or reference.

<Info>
  Forms are automatically saved when you complete and download them, provided the save forms preference is enabled. This only applies to completed forms, not drafts.
</Info>

## Enabling saved forms

You can control whether your completed form data is saved to your account through the **Save form data** preference in your account settings.

<Steps>
  <Step title="Access your account settings">
    Click on your profile picture in the top right corner and then click **Manage account** to open your account settings.
  </Step>

  <Step title="Navigate to Completed forms">
    In the account settings modal, click on **Completed forms** in the navigation menu.
  </Step>

  <Step title="Toggle the save form data setting">
    At the top of the page, you'll see a **Save form data** section with a toggle switch. Click the switch to enable or disable form saving.

    <Info>
      When this setting is enabled, completed form data is stored with your profile. When disabled, sensitive form data is not stored, and you cannot view previously completed forms.
    </Info>
  </Step>
</Steps>

## Viewing saved forms

When form saving is enabled, you'll see a **Saved forms** table in the **Completed forms** section of your account settings that displays all your completed forms.

### Accessing your saved forms

<Steps>
  <Step title="Open your account settings">
    Click on your profile picture in the top right corner and then click **Manage account** to open your account settings.
  </Step>

  <Step title="Navigate to Completed Forms">
    Click on **Completed Forms** in the account settings navigation menu.
  </Step>

  <Step title="View your forms table">
    Below the save preference toggle, you'll see a table of all your saved forms (if any exist).
  </Step>
</Steps>

### Form information displayed

Each saved form shows:

* **Date:** When the form was completed
* **Serial:** The installation serial number
* **Customer:** The customer's first and last name
* **Suburb:** The installation suburb
* **Actions:** Options to load/edit or delete the form

<Tip>
  Forms are automatically sorted by completion date, with the most recent forms
  appearing first.
</Tip>

## Managing saved forms

### Loading and editing forms

To reopen a saved form for editing:

<Steps>
  <Step title="Find your form">
    In your user profile's **Completed Forms** section, locate the form you want to edit in the **Saved forms** table.
  </Step>

  <Step title="Click the edit button">
    Click the pencil icon in the **Actions** column to load the form.

    <Check>
      The form will open in the main form editor with all your previously entered data, allowing you to make changes and generate a new PDF.
    </Check>
  </Step>
</Steps>

### Deleting individual forms

To remove a specific saved form:

<Steps>
  <Step title="Locate the form">
    In your **Completed Forms** section, find the form you want to delete in the **Saved forms** table.
  </Step>

  <Step title="Click the delete button">
    Click the trash icon in the **Actions** column.
  </Step>

  <Step title="Confirm deletion">
    In the confirmation dialog, click **Delete** to permanently remove the form and its data.

    <Warning>
      This action cannot be undone. Once deleted, the form data cannot be recovered.
    </Warning>
  </Step>
</Steps>

### Bulk deletion

If you want to remove all saved forms at once:

<Steps>
  <Step title="Access your Completed Forms">
    Go to your user profile and click on **Completed Forms**.
  </Step>

  <Step title="Disable form saving">
    Turn off the **Save form data** toggle switch.
  </Step>

  <Step title="Choose deletion option">
    When prompted, select **Delete forms** to remove all existing saved forms, or **Keep forms** to retain them while disabling future saving.
  </Step>
</Steps>

## Subscription limitations

### Free plan restrictions

Free plan users have access to their **3 most recent** saved forms.

If you have more than 3 saved forms:

* Only the 3 most recent forms are displayed
* A message shows how many additional forms you have
* An upgrade prompt allows you to access all saved forms

### Pro plan benefits

Pro plan users enjoy:

* **Unlimited saved forms** - no restrictions on how many forms you can save
* **Full form history** - access to all your completed forms regardless of age
* **Enhanced workflow** - perfect for electrical contractors managing multiple jobs

<Card title="Upgrade to Pro" icon="crown" href="/account/billing">
  Get unlimited access to all your saved forms and other Pro features.
</Card>

## Data privacy and security

Your saved form data is:

* **Securely stored** and encrypted
* **Only accessible** to your account
* **Automatically deleted** when you delete your account
* **Not shared** with third parties

<Info>
  You can disable form saving at any time to stop storing new form data while
  keeping existing saved forms, or choose to delete all saved forms for complete
  data removal.
</Info>

## Common questions

<AccordionGroup>
  <Accordion title="What happens to my saved forms if I downgrade from Pro?">
    If you downgrade from Pro to Free, you'll only be able to access your 3 most recent saved forms. Older forms remain in your account but are unavailable until you upgrade again.
  </Accordion>

  <Accordion title="When are forms automatically saved?">
    Forms are automatically saved when you complete them and download the PDF,
    provided the "Save form data" preference is enabled in your Completed Forms
    section.
  </Accordion>

  <Accordion title="Can I export my saved forms data?">
    Currently, you can access your saved forms through the platform and generate
    PDFs from them. Direct data export functionality may be added in future
    updates.
  </Accordion>

  <Accordion title="How long are saved forms kept?">
    Saved forms are kept indefinitely as long as your account remains active and
    the save forms preference is enabled. Pro users have unlimited storage for all
    their forms.
  </Accordion>

  <Accordion title="Will loading saved forms affect my PDF download limit?">
    No, loading and editing saved forms does not count against your monthly PDF download limit. Only generating new PDFs counts toward your usage.
  </Accordion>
</AccordionGroup>