Saving draft copies of forms

If you must complete and submit a form later, you can save a draft copy of a form so that you do not lose your existing work. Draft copies are added to the Drafts category on the To Do page.

After you reopen and submit a draft form, the draft is removed from the Drafts category.

Note: The Save button is unavailable for some forms, depending on the process it is associated with.

Save a draft copy

 Click Save  in the lower-left corner of the Form tab. The form is added to the Drafts category on your To Do page. All changes that you made to the form are saved.

Reopen a draft copy

 On the To Do page, select the Drafts category and click the draft copy of the form.

If the form contains a series of panels, you may need to go to the panel where you ended your last session.

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