Draft Submissions are created when a user accesses an initial form. The Draft Submissions feature shows all the applicants who have unfinished submissions. From it, you can send an email reminder to the applicant, allowing you to help your submitters complete the process. Administrators can also use the message feature to send deadline reminders to all selected applicants.
Each entry in the Draft Submissions view represents an unfinished submission. Each applicant will only have a single draft submission for each project.
Draft Submissions List
In the navigation bar, select More>Draft Submissions. The Draft Submissions view will open:
You can sort through the view by clicking the Date, Submitter, or Organization headers. You can also filter the view by selecting Show Filters, where you can filter by Project and Start Date.
Select the rows per page option at the bottom of the list to increase or decrease the number of entries displayed.
Send a Message to a Submitter
Click Send Message.
In the Message window, select the template you wish to use and fill out the needed fields. For information on creating a template for Drafts, see Response Templates.
When you click Send Message, the email will be sent to all selected submissions.
Note: You are limited to 500 recipients when sending a message.
Draft Submissions Details View
Click Details next to the draft submission:
The Draft Submission Details view will open, divided into sections:
Navigation Bar: Use the navigation bar to select the next draft submission from the list or to return to the Draft Submissions list view.
Messages: Send messages to the submitter or review sent messages. If the submitter messaging feature is enabled in the account, submitter replies will appear here.
Organization Profile: Expand to view the Organization Profile associated with this submission. For more information, see Organization Profile.
Submitter Profile: Expand the Submitter Profile to view the Submitter's name and email address.
Forms: If the user has an incomplete Initial form (or a completed Eligibility Form), you can expand this section to see their responses to each form field. Incomplete Eligibility Forms cannot be viewed.
Submitter Experience
For information on the submitter experience, see View My Draft Submissions.