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.