Accessing Pending/Draft Forms

Accessing Pending/Draft Forms

Saved Draft

As a Form Participant, while filling out a form, if you click the Save Progress button at the bottom of the form, then the form allows you to save any progress and log out, then log back in at a later time to continue filling out the form and submit. 

• If the form allows you to save your progress as a draft, you will see this button at the bottom of the form:   “Save Progress” 
  • NOTE: If you do not see this Save Progress button, then your form does not allow you to save your progress as a draft. 

If you clicked the Save Progress button and want to access that saved draft, follow Instructions found below. 

Pending Form

As a co-signer of a form, if you recieve the Co-Signer Email it will normally include instructions on how to access the form which you need to complete. Otherwise, you can follow the below Instructions to access your pending form. 

Instructions

To access your Pending or Draft Forms, follow the instructions below. 

1. Access Dynamic Forms
2. In the upper right, go to My Forms and select Pending/Draft Forms. 

       3. All Pending forms or saved Draft forms will be displayed. Select the form you wish to complete.

Coming Soon - Co-signer access and accesing Forms History, Creating a DF Account

Related Information

How to Allow Drafts to be Saved - See section “Other Name/Type Settings” on Name/Type page under Designer Resources which explains how to enable a form to allow drafts to be saved.