How to Draft a Record

Before a record is submitted for review, it can be saved as a draft and returned to later. Records can only be drafted before the record is submitted for review; after the initial submission for review, the record must be submitted for review again in order for a change to be saved.

Steps

1. On the left navigation menu click the ‘CRM’ tab.
2. Click the ‘Create Record +’ button in the top right.
3. Select a record association.
4. Satisfy the required fields for the association.
5. In the right corner, click ‘Save as Draft’.
6. Click ‘Confirm’.
7. The record will be saved as a Draft and can be found on the CRM Records page.