Saved for Later Forms and How they Work

Overview 

Some forms can be time consuming to fill out or need to be saved so a staff member can sign off on them. This feature allows you to save your progress on a form without losing any information. Often this is used when a client needs a staff member to approve a form before it is submitted and turned into a PDF. 

How to Access Saved For Later Forms

• Enter the Forms feature on the left side of the screen 

• Click the Saved For Later tab in the upper right of the feature 

• Click the link of the form you wish to finish filling out 

How to Save a Form for Later 

• Click Save For Later in the bottom left corner of a form instead of the Submit button in the bottom right. 

If you have questions or would like to set up a training session, please reach out to us at customers@onestepsoftware.com or 912-455-3639