To make changes to a submitted form by returning it to "Draft" status, follow these steps:
1. Locate the Lock Icon
Scroll through the bottom left of the form.
2. Click the Lock Icon
Click the "Unlock" button.
3. Form is Now Editable
Once unlocked, the form will return to "Draft" status and you can begin editing it again.
No option to "Unlock the form".
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.
Note:
If the form has lodged amendments , then unlock and remove the amendments first, then original form.
Once the form is unlocked you are able to change it's data and lodge it again.
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