Important Note: Saved forms are for short-term storage only, and will be valid only until one or more of the forms (in the entire saved work) are updated by the system. If one or more form is updated since the work was saved, it will appear colored red in the Saved Form screen and can no longer be accessed. It is recommended you use personal form groups for remembering groups of forms you use often, and saved forms for resuming work for a particular client in the near future.
To save a form as a work in progress, press the Save button at the top of the form. Note: when you launch multiple forms, the save button appears above the Form Selection dropdown at the top right side of the Forms tab.
This will bring up the Save as Work In Progress dialog. Give the work in progress a name and press Save.
The ten most recent saved Works in Progress will appear under My Saved Forms in the left-hand Forms menu as well as in the larger list in the Saved Forms tab.
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