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 left 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 receive 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/Portal. 

   3. When the new window opens, you’ll see all forms in progress sorted into categories. Click the category that contains the form you want to complete.

 Coming Soon - Accessing Forms History, Creating a DF Account

Related Information

How to Allow Drafts to be Saved - See section “Other features available in the Edit Participant window” on the Edit Participant page which explains how to enable a form to allow drafts to be saved. 

For detailed, step-by-step instructions for accessing Pending/Draft Forms, see the Draft Forms and/or Forms I need to sign now pages.