The features "Save Progress" and "Save as Draft" are excellent settings to help Users who may timeout from losing data. These settings are highly recommend for longer TouchPoints. 

Save Progress allows Users to save a drafted version of the TouchPoint. When clicked inside the TouchPoint, the TouchPoint will immediately save as a draft but, allow the User to continue filling out data.

Save as Draft allows Users to save a drafted version of the TouchPoint that they may wish to later complete. Selecting "Save Draft" inside of a TouchPoint saves the TouchPoint as a draft and ends the User's TouchPoint editing session.

To enable the settings:

  1. On the Navigation Bar, click "Site Administration"

  2. Click "Manage TouchPoints"

  3. Click "Edit" on the "Take Action" column of the TouchPoint you wish to edit

  4. In the new page, click "Edit TouchPoint Settings"

  5. Scroll down, and check the box for: "Save As Draft" or "Save Progress"

  6. Click "Save"

    7. After clicking "Save," TouchPoints should now have the "Save as Draft" or "Save Progress" buttons.

Did this answer your question?