Save a Form as a Draft

How Do I Save a Form as a Draft?

All Users

I'm working on a longer form that takes several days to complete. How do I indicate it isn't finished and is in progress?

In SETWorks, users can save a form as a draft. This allows users to save forms that aren't finished, even if the form has required fields. 

Draft Mode

The Save Draft feature allows the user to save copies of their form entries without needing to complete all required fields. Draft Mode can also be used to indicate that a form is in progress and isn't ready for signatures. 

Draft forms can not be signed. 

To save a form as a draft, click the Save Draft button:

Instead of the usual signature grid, SETWorks will display a message indicating the form is saved as a draft:

Once a form has been saved as a draft, the save draft button will remain available until the form is completed and saved via either the Update or Update and Sign button. 

Once you save a form as a non-draft version, you can't go back and save it as a draft again. 

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