---
title: "Managing Drafts and Editing States in the Assigned Tab"
url: "https://help.ontraccr.com/en/article/managing-drafts-and-editing-states-in-the-assigned-tab"
language: "en"
last_updated: "2025-06-06T22:04:45.225Z"
---

# Managing Drafts and Editing States in the Assigned Tab

## **📘 Managing Drafts and Editing States in the Assigned Tab Overview**  
 

Ontraccr distinguishes between three types of tasks shown in your **Assigned** tab:

1.  **Assigned** – A form has been assigned to you via a workflow.
2.  **Draft** – You started filling out a form manually and saved it (or it was autosaved).
3.  **Editing** – You’ve been assigned to modify an existing form via a workflow block.

Each state determines how you interact with the form and what options are available for submission, continuation, or clearing.

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## 🧭 **Where to See Form State**

-   Go to: `Documents` → `Forms` → `Assigned`
-   Check the **State** column to identify the form’s category:
    -   `Assigned`
    -   `Draft`
    -   `Editing`

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## ✍️ **Working with Draft Forms**

### What Is a Draft?

A **Draft** is any form you manually opened and either:

-   Clicked “Save as Draft”
-   Allowed Ontraccr to autosave your progress

### How to Resume a Draft

1.  Click the draft form row
2.  Continue entering data
3.  Click **Submit** to finalize

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### How to Clear a Draft

If you don’t intend to complete a draft:

1.  Open the draft form
2.  Click **Clear Draft** (bottom-left, beside Preview)
3.  Confirm you want to:
    -   **Permanently delete autosaved content**
    -   **Disable autosave for this instance**
4.  Click **Cancel**
5.  When asked to save a draft again, choose **No**

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## 🛠 **Editing Assigned Forms**

### What Does “Editing” Mean?

If your workflow contains an **Edit block**, the system may assign you a form to **revise**. In this case:

-   The form will show `Editing` under State
-   You are responsible for reviewing and updating it
-   Once changes are complete, click **Submit** to finalize your edit

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## 🚫 **What You Cannot Do**

-   You **cannot clear or dismiss** forms marked as `Assigned` or `Editing` from your tab manually.
-   You must:
    -   **Submit** the form, or
    -   Ask an administrator to **cancel the workflow** behind it

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## 🧠 **Best Practices**

-   Use **Clear Draft** if you’re no longer completing a form
-   Always review `Editing` tasks carefully—they often impact downstream workflows
-   Check the Assigned tab regularly; the badge count indicates pending actions