# Completing a form (https://dev.tradieforms.com.au/docs/features/completing-a-form)

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

Save for reuse and Prefill sit beside the section title. Prefill is searchable when several named snapshots are stored.

## 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
- **Save for reuse** and **Prefill** in the section header when that section supports saved details
- Job system import buttons beside supported fields, plus a whole-job import bar
- 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 **Check form** before download. It checks required fields and template rules, such as dates, contact formats, required choices, and linked sections.

When a check finds a problem, fix the highlighted section and select **Check form** 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                                                                                                                 |
| ---------------- | ---------------------------------------------------------------------------------------------------------------------------- |
| **Check form**   | Checks the form and highlights problems                                                                                      |
| **Review**       | Opens a summary of entered answers                                                                                           |
| **Preview**      | On PDF templates, generates an in-app 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** | Paid plans: opens chat to fill supported fields from notes, photos, or voice dictation ([help](https://dev.tradieforms.com.au/docs/features/fill-with-ai)) |
| **Clear**        | Resets the current form where the template exposes it                                                                        |
| **Presets**      | Saves or loads full-form snapshots on a paid plan                                                                            |
| **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 a paid plan 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 catalogue sections such as work type
- **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** for supported fields on ServiceM8, Fergus, or Xero: the link icon Import from connection beside a field pulls in one value, and a saved field mapping imports a whole job, contact, or project at once
- **Fill with AI** on a paid plan to describe job details and fill supported fields from chat ([help](https://dev.tradieforms.com.au/docs/features/fill-with-ai))

Imported and reused details still need a final check.

When one saved set matches a section, **Prefill** applies it straight away. When several match, **Prefill** opens a searchable list. Use **Undo** in the success message if a prefill replaced something you wanted to keep.

## Finishing with warnings [#finishing-with-warnings]

If required details are missing, the finish action asks you to fix them. On PDF templates, some warnings can be bypassed with **Download anyway** after you confirm responsibility.

> **Warning**
>
> 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.

- **[Connections](https://dev.tradieforms.com.au/docs/features/integrations)** - Connect ServiceM8, Fergus, or Xero and import details into supported fields.