> ## 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 functionality

## **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.

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## **Functionality Scope**

### **CRM Module**

The Draft Save functionality is now available in:

* **Lead Form**

<img src="https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/finance/draft/image1.png" />

* **Customer Leads**

### **B2B Module**

The same functionality has also been implemented in:

* **Claim Form**

<img src="https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/finance/draft/image2.png" />

* **Login Form**

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## **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

<img src="https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/finance/draft/image3.png" />

* Resume filling the form from where it was left

Previously entered data will remain intact and can be updated or completed.

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## **Key Benefits**

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

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## **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

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## **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

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## **Notes**

This functionality has been introduced in both **CRM** and **B2B** modules to maintain consistency across platforms and improve overall workflow efficiency.

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**Prepared By:** Aparmita Srivastav