Saving Editable Forms

Never lose your work in progress by saving an editable form.

1. On the top left-hand side of your screen, while filling out your forms, Click on Save Editable Form.

You can re-save editable forms as many times as you need. It will be saved in your “Editable forms” section until it is saved into the file.

2. After Saving your form as an editable form you will find this form in your “Editable forms” section.

3. If you have completed filling out your form and wish to save it as a PDF you can do so by clicking “Save to File”

4. This will take you back to your EDM section.

5. Locate the saved PDF form in your “PDF” section.

6. It is always prudent to save your documents when modifying them. However, an auto-save is triggered every three minutes if the document was saved at least once by the user.

You can see the last automatic save, on the top right-hand side of the Editable form section.