Draft Record functionality delivers an enhanced user experience by introducing the ability to "save progress" when completing documentation. Users can save their progress on forms, even when required fields have not yet been completed, and return later to finish their work.

Draft records do not change existing permissions that an organization has set up, and duplicate checks are honored once relevant fields have been filled out.

Administrators can enable Draft Record functionality on a per-form basis by selecting "Allow Drafts" inside of Form Properties.

Note: Disabling Drafts inside of Form Properties does not prevent users from viewing or completing their existing draft records. These drafts remain available in Record Search for viewing and saving as completed records.

When users complete forms with Drafts enabled, they now have the option to select "Save Progress" within the Record Options palette.

Users can easily return to their draft records to complete their work. When utilizing a Record Search, all draft records are clearly indicated and color-coded as being in Draft status. Users can filter their search to include only Drafts, only completed records, or both.

Tier 2 draft records also appear inside the Document Folder for ease of use. The Document Folder is not available for Tier 1 draft records.

This tool, found in the Record Manager section of the navigation bar, allows Administrators to easily select any form with active draft records and includes an at-a-glance count of how many drafts of each form exist. Once a form has been selected, Administrators can view important details such as the "Last Modified" date and user, the "Created By" date and user, and the record name.

Filters are available to narrow down your selection, and clicking on a row brings you directly to the form. The trash can icon provides an easy way to archive the draft, and notifications can be sent to the user who created and/or modified the draft by clicking the bell icon. These notifications can be customized to engage users about the draft or activate them to complete the draft!

This tool provides an easy way for standard users to see and interact with the draft records they've created and/or have modified. Users will select from the available forms to view a list of all current draft records with the creation and modification information displayed.

Important: Standard users are able to archive drafts of forms that they've created, even if they do not have archive permissions for records, by selecting the trash can icon on this page. This allows for easy data clean-up