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View Forms Saved as Drafts

This article will explain how to view forms saved as drafts.

Updated this week

  • Users can view, edit, and export forms saved as drafts.

  • They can access all associated details (including attachments), update the draft message and export the form as needed.

How Can I View a Form Saved as a Draft?

  1. Select the required Project.

  2. Navigate to the Project Forms tab.

  3. From the folder structure on the left, select the form type you want to view.

    • All form instances will be displayed on the right.

  4. Locate the form draft in the list and click to open it.

    • Forms saved as drafts are identified by having Draft as their Form ID.

  5. The selected form will open in a new window. To edit the form draft, click the Edit icon (top-right).

  6. While editing, use the top-bar options to:

    • Add attachments

    • Create associations

    • Edit the form message

  7. When editing is complete, choose one of the following:

    • Save Draft - Save your changes.

    • Send - Submit the form.

    • Discard Draft - Discard unsaved changes.

  8. After saving, click the Form Information icon (top right) to return to the form details view.

    • The total number of attachments and associations for the form is displayed at the top.

  9. To access more details, click the More Options icon (top-right). The following table explains all available options under More Options:

Available Options Under More Options

Option

Function

Attachments

View attachments and associations linked to the selected form draft.

History

View the audit history of the selected form draft.

Workflow

View workflow instances on the selected form draft.

Form Information

View the form's attributes, publishing details and a direct shareable link.

Export Options

  • All Messages to PDF - Converts all message threads in the open form to PDF.

  • Printable Version - Opens a print view of the form draft with counts of attachments and associations.

  • Print Form Details - Opens a print view of the form draft without mentioning the attachments or association counts.

For more details, check Print Form.

Export Options

Option

Description

Current Message to PDF

Exports the current draft message to a PDF file.

All Messages to PDF

Exports all message threads within the open form to a single PDF file.

Printable Version

Opens a print view of the draft form including attachment and association counts.

Print Form Details

Opens a print view of the draft form excluding attachment and association counts.

Related Articles: Form History, Attachments & Associations

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