Who is this article for?

Full Users who want guidance on creating, editing and publish draft Forms in Assurance.

Full User Type and Access Rights are required.

Assurance allows users to create and save forms as a draft without submitting them. This article provides step-by-step instructions on how to create, edit, and publish draft forms in Assurance.

1. Creating a draft form

When creating a new form, you can save the details without submitting it by using the Save as Draft option. This is useful if you are not ready to submit the form into Assurance.

To do this, select the Save as Draft button at the bottom of the page while creating the form.

Selecting Safe as Draft will save the form you are creating as a draft and assign it with a draft key. Once saved as a draft, you will be directed to the details screen for this draft form.

2. Finding a saved draft form

You can view all of the drafts that you have saved by selecting on the Registers and Forms from the navigation bar, then selecting Drafts.

3. Editing and publishing a draft form

If you have forms saved as drafts, you can edit and publish them by navigating to the Drafts screen.

Please note
This will only show draft forms that you have created, not all of the draft forms in the system. Other users (including administrators) will not see your draft forms, unless you invite them as collaborators.

Select on the draft form that you would like to edit. You will be directed to the details screen for this draft form.

Select on the Edit Icon to be taken to the full edit screen.

From the edit screen you can either Save Draft again to apply any edits you have made, or you can Publish the draft form.

If you select on Publish a popup will appear asking you to confirm your action.

4. Deleting a draft form

If you have forms saved as drafts, you can delete them by selecting on the ellipsis icon and then selecting Delete Draft from the More Actions dropdown menu.

You can also Publish draft forms from the More Action menu.

If you select on Delete Draft a popup will appear asking you to confirm your action.

Deleting drafts?
Once you select Proceed, the draft will be deleted permanently.

5. Inviting others to collaborate on a draft form

A Full user can invite other Full users to edit their draft form before it is published.

To do this first navigate to the draft form you want to collaborate on, then under the Collaborators section, select on Invite Collaborators.

A Collaboration popup modal will appear where you can select the other Full users you want to invite.

Unable to invite collaborators?
Users will need to have access to edit forms created in this register before they can be invited as a collaborator.

Second there is an optional Comments you can fill out which will be included in the email notification sent out to the invited Full users. Once you have finished selecting users, select on the Invite button.

This will send out a notification to the users you have invited, which includes a link back to the draft. You will also be able to see a list of all invited collaborators under the Collaborators section.

When hovering over a user row two icons will appear: a handshake and a bin.

Select the handshake icon to re-invite the user by sending them another email notification like the one they received when they were first invited. Select the bin icon is to remove the user as a collaborator. Once removed, they will no longer be able to access the draft form.