Saving a Draft of a Document

Within the client portal in Doulado, you have the ability to start a document or form and save it as a draft if you need to come back to finish it later. Use the following procedures to save as a draft:

1. From your dashboard, select the Paperwork tab

2. In the paperwork tab, select the document you would like to work on

3. Start filling out the document, and click Submit if you are completely finished. If you need to revisit it a later time to finish, click Save Draft

4. Your document remain in your paperwork tab with the status Pending for you to revisit. You can click back into the document or form to finish where left off. When you are done, you can click to submit to send the completed form to your doula.