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Working with Drafts

A draft is a record that is not yet ready to begin processing. You may still be working on it, or you may be waiting for the right time. When you are ready, you submit the record to the stream, which launches its associated process. 

 

To save a draft:

  1. From your Home page, click Submit New Form.
  2. Add data but then, instead of clicking Submit, click Save as Draft.
    The record is now saved, ready to picked up later for additional work.

To work on a saved draft:

  1. Go to Your Records
  2. The first tab you see (the default tab) is Drafts.
  3. Select a record in that folder and click Edit to continue making changes, or Delete to remove it.
  4. When you are done making changes, you can click Save as Draft again, or click Submit to start processing the record.

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