Data sharing is a feature of Smarter Drafter that enables saved contact and role data to be automatically populated when a form is filled out.
Overview
The "Data Sharing" guide explains how to use Smarter Drafter’s data sharing and role mapping features to streamline form completion. By leveraging previously saved contact and role data, users can reduce manual entry and ensure consistency across multiple forms.
Learning Outcomes
By using this guide, you will learn how to:
- Build forms with properly structured section and field aliases to support data sharing.
- Apply role mapping to link specific data sets to roles within a form.
- Use contact or previous submission data to auto-fill forms using mapped roles.
- Improve accuracy and efficiency when completing forms by reusing structured data.