4.2 Save as Draft

This topic provides systematic instructions to save the document as draft and allow user to edit it later prior to submit.

User can save a loan drawdown application as a draft to come back later and fill it, by clicking the Save as Draft button. An application can be saved as draft, at any point before submitting it. The application is saved, and displays in the Application Tracker under the Draft tab.

To save an application as draft:

  1. Click the Save as Draft button in the Loan Drawdown Request screen.
    The Save as Draft pop-up screen displays.

    Figure 4-6 Save as Draft


    Description of Figure 4-6 follows
    Description of "Figure 4-6 Save as Draft"

    For more information on fields, refer to the field description table below:

    Table 4-4 Save As Draft - Field Description

    Field Name Description
    Draft Name The name that the draft application must be saved as.

    Note: The fields marked as Required are mandatory.

  2. In the Draft Name field, specify a suitable name for the draft application.
  3. Perform one of the following actions:
  4. On the confirmation message screen, perform one of the following actions:
    • Click Home to go to the Dashboard.
    • Click Application Tracker to resume the application.
    • Click New Loan Drawdown Request to start a new drawdown application.

Parent topic: Loan Drawdown Application