Hona allows you to collect important information from clients by sending them secure, custom forms. This article explains how your clients receive and respond to those forms.
How Clients Receive the Form
When a form is sent through Hona, the client will receive a notification via email or text message, depending on their preferred communication method.
The message includes:
The Notification message that was set up in the settings of the form
A secure link to open and complete the form
Example of a form notification message:
Opening and Completing the Form
After clicking the link, the client is taken to a secure form page in their browser (or in the Hona app if it has been downloaded by the client) —no login required.
What they’ll see:
Your firm’s branding, or the Hona logo
The form title and any instructions
The questions in the form
Example of the form experience:
Form progress is saved automatically so clients can navigate away from the form and return at any time to complete it.
What Happens After Form Submission
You’ll receive a notification that the form has been completed if your notification preferences are set up to be notified when a form is completed.
Form responses are automatically saved and linked to the client’s project.
You can view, download, or export the data at any time from the project.
FAQs
Can a client partially fill our a form?
Yes, clients can fill out the form in several different sessions if they choose to. Their progress will automatically be saved.
Can a client edit a form after submitting it?
No, forms are locked after submission. If changes are needed, you’ll need to resend the form or send a follow-up.
What if a client doesn’t complete the form?
Unfinished or forms that have not been started will display on the "Forms" section of the project. Reminders can be set up in the form settings, but there is no way to remind the client to fill out the form manually.
Can I view partially completed forms?
Yes, partially submitted forms will appear under "In Progress" on the forms tab of the project page.
Still Have Questions?
If you or your clients are having trouble with forms, contact us at [email protected], and we’ll be happy to help.