How Do I Fill Out a Form and Return Later?

Your system administrator will send you a link to fill out a Kuali form. Instructions are form-specific and should be provided by your system administrator. However, there are a few options that are available on nearly every form.

• Save, Submit, or Discard a Form
• Return to a Previously Saved Form

Save, Submit, or Discard a Form

Form Actions are located below and to the right of every form. Below is a description of each Action:

Back/Next

If your form has multiple pages, these buttons will allow you to move through the pages. Additionally, each page will be listed separately to the left of the form to allow you to quickly navigate to a specific page (see screenshot below).

Save

Allows you to save the form and return later.

Submit

Submits the form and immediately begins the workflow process.

Discard

Deletes the form from the system.

Return to a Previously Saved Form

You can save a form and return at any time to continue filling it out. To find your saved form, go to My Documents in your toolbar. From here you will be able to see forms you need to complete and any other actions (e.g. approvals) that you need to take in the system. You can toggle from your submitted to drafts.