How to save a form as a draft

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    WashUGME
    Asked on November 23, 2015 at 11:00 AM

    Good Day,

    Is there a way for someone to save a form as a draft (a form our office has sent out to be completed by another person - that person saving the form as a draft) so they can complete the information at a later date?  If this is possible, how is it done?

    Thank you

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    Charlie
    Answered on November 23, 2015 at 01:04 PM

    This should be possible, but instead of saving as a draft, they are actually submitting it, but we will allow specific people to update it by using the edit link.

    Here's a guide that you can refer to: http://www.jotform.com/help/40-How-to-Let-Users-Update-Their-Form-Submissions-at-a-Later-Date.

    With the same method above, we will have it on a different approach. Here's a quick guide:

    1. I'll setup notifications with edit links on them (depending on who I want to give access to the edit link).

    2. I want the manager to have the final editing of the submission, the "To: You" would just be a notification email so that I can have a copy of it.

    3. To make it more tricky, let's say you have multiple managers and department, you can trigger the notifications to only be sent when a certain condition is met. You can check this guide: http://www.jotform.com/help/167-How-to-send-to-a-specific-email-address-based-on-a-selection 

     

    I hope that helps.