Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.ruloans.com/llms.txt

Use this file to discover all available pages before exploring further.

​
Draft Save Functionality Documentation

​
Overview

The Draft Save Functionality has been implemented to improve user experience and prevent data loss when filling forms that cannot be completed in a single session. This feature allows users to save partially completed forms automatically as drafts and resume them later without losing previously entered data.

​
Objective

To ensure that users can continue incomplete form submissions at a later time, especially in cases where important information (such as loan numbers or additional details) is pending.

​
Functionality Scope

​
CRM Module

The Draft Save functionality is now available in:
  • Lead Form
  • Customer Leads

​
B2B Module

The same functionality has also been implemented in:
  • Claim Form
  • Login Form

​
How It Works

​
Auto Draft Creation

When a user starts filling out a form and any of the following actions occur:
  • Navigates back from the form page
  • Refreshes the page
  • Leaves the form untouched/incomplete
  • Logs out before submission
The system automatically saves the entered data as a Draft.

​
Draft Persistence

Draft data is stored on the server side, ensuring:
  • Data remains secure after logout
  • Data is not dependent on browser cache/storage
  • Draft remains accessible on the next login

​
Draft Resume

On the next login:
  • User can view available saved drafts
  • Click on view your saved Drafts
  • User can Use, View, Delete the Draft
  • Select the draft
  • Resume filling the form from where it was left
Previously entered data will remain intact and can be updated or completed.

​
Key Benefits

  • Prevents accidental data loss
  • Improves user productivity
  • Reduces repetitive data entry
  • Enables form completion across multiple sessions

​
User Flow

  1. User opens Lead Form / Customer Leads (CRM) or Lead Form / Login Form (B2B)
  2. User starts entering form data
  3. User leaves the page / refreshes / logs out without completing
  4. System auto-saves entered data as Draft
  5. User logs in again
  6. User opens saved Draft
  7. User resumes and completes submission

​
Expected Behavior

  • All entered data should remain saved in Draft state
  • Draft should be retrievable after logout/login
  • User should be able to edit and submit the draft later
  • No previously entered data should be lost

​
Notes

This functionality has been introduced in both CRM and B2B modules to maintain consistency across platforms and improve overall workflow efficiency.
Prepared By: Aparmita Srivastav