Saving/Retrieving Intake Form Drafts

You can save a draft of an Intake Form by clicking the Save Draft button that appears at the bottom of the Intake Form. When you click this button you will be prompted to name the draft.

When you are ready to return to the draft Intake Form, select Matters > Intake Forms > Saved Drafts and click the draft OR click the Intake toolbar button and click the draft. The draft reopens so that you can edit it or complete it.