How to Edit Drafts

Save a form as a draft in your eForms app instead of submitting it to the eForms portal, if your internet connection is not stable. In such circumstances, you can:

• Submit a form
• Submit a form with multiple images attached, as this process requires more data
• Retrieve Simpro Premium data to automatically populate form fields if you have integrated eForms with your Simpro Premium build and you have set up Simpro Premium-integrated fields in the form template. Learn more in How to Integrate eForms with Simpro Premium and How to Use the eForms Designer.

Additionally, saving drafts is useful if you start a form on site, but need to submit it only after the job is complete.

To edit a draft you have saved in the eForms app:

1. Tap Drafts.
2. Locate the form and tap the options icon and tap Edit.
   • Alternatively, Rename or Delete the draft.
3. Adjust the form as required.
4. Tap Send > Ok to submit the form to the eForms Portal.
   • Alternatively, to re-save the form, tap the save icon, confirm or edit the form name, then tap Save > Ok.

Before you update the eForms app to a new version, ensure you complete and send any required draft forms. Any remaining unsent forms are removed during the update process.