Save Questions as Draft

Sometimes, when you have a question that's not ready to be sent to clients, or you want to review questions from junior team members before sending them out, you can save them as drafts. Draft questions can be reviewed, edited, and then published to the client portal when they're ready.

While asking a client question, you'll see an option to save it as a Draft in the dropdown.

In the Questions module, Go to the Draft Tab, where you will see all the questions saved as Drafts. You can click on three dots to edit or delete a question and publish it as required.