Question: How to reverse form to "Draft" status again?

Answer: In order to go back from "Draft"  status just click the Lock Icon located at top right of your form.

After clicking the padlock button, form is ready again for editing.

If a user finds difficulty or no option to "Unlock" the form, it means that administrator (firm member) restricted them.

Administrator of your LodgeiT should customize and tick the box "Unlock form".

1. Administrator will select the gear wheel located at the top right of their LodgeiT interface, press "Team"

2. Find the name of the team member that needs to customise restriction, then manage by ticking the boxes.

3. Press "Save"

Note: If you are also the administrator of your team, you may customize directly your access, you may do the said instruction for yourself.

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Form Workflow Sequence and E-signature