Draft Forms

Draft Forms

Draft Forms includes all forms currently in progress under a Form Participant’s account—forms that the participant has saved but not yet submitted. It allows you to view, download, save, or print the form using either View PDF or View HTML, and also provides the option to complete the form.

NOTE: A Form Participant must log/have logged into an account to access a form to later access it under Form Drafts. If Form Participant will not access the form by first logging into their account (i.e. non-SSO Form URL without e-signature), then there is no account aligned to their pending forms so the forms wouldn’t be accessible under Form Drafts or the Form Participant won’t have the ability to Save a Form Draft since there is no account to save it to.

How to access Draft Forms

Depending on how the Form Participant plans to access the form or has accessed the form, determines how the Form Participant should log into Dynamic Forms, either using the SSO (CAS) log in or non-SSO log in.

1. Log into Dynamic Forms
   • If Forms SSO URL (CAS) was used to access Form, then access via Dynamic Forms SSO Account Log in using CAS with NetID and Password.
   • If Forms non-SSO URL with e-signature (without CAS) was used to access Form, then access via Dynamic Forms Account log in using User Name/Email Address and Password created by Form Participant.
2. Go to My Forms/Portal to view a list of all forms in progress under that account.

3. The image below shows the window that will appear when My Forms/Portal is selected.  

4. Click My Form Drafts circled green below

5. The image below displays the window that opens after selecting My Form Drafts.

NOTE: Click the PDF or HTML icon next to the form you wish to view, download, save, or print. On this screen, you can also click any column header to sort the list in ascending or descending order

Action – Each Form in progress has an Action button aligned to it that shows the applicable actions that can be taken identified below:

• Complete Form – Form ready for you to complete and submit.

• Delete Form (for Drafts forms only) – Form Draft that was deleted.

• View PDF – View your Form as a PDF.

• View HTML – View your Form within a browser.

Questions? Contact Dynamic Forms ITS Team by emailing DynamicForms.ITS@yale.edu