Can I partially complete a document and save for later?

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Alison Blackwood

• August 06, 2021 19:21

Hi

We have designed a new starter checklist, to be completed by our Admin, Accounts and HR departments... is there a way that each person who is assigned a role can partially complete the form, save for later and come back to it?

We are really puzzled as to how we might do this.  Any ideas would be gratefully received!

It seems pretty poor if a doc cannot be "saved for later", when so many other portals offer this?

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  Rocky Dohmen

  • August 11, 2021 19:13

  Hi Alison,

  Yes, with PandaDoc you can start to fill out the fields assigned to you, leave the page/document and then come back at a later time to complete your information. 

  If you are having some trouble with this please email the Support Team at support@pandadoc.com and they will help troubleshoot with you. 

  Thanks!

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  Dawn Wisser

  • September 10, 2021 14:37

  How do you do that?

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