Questions/Client Portal

Save Questions as Draft

5min
the use case 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 how to save questions as draft while asking a client question, you'll see an option to save it as a draft in the dropdown how to review and publish draft questions 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 enable draft question setting to save questions as draft, firm admin must enable the below setting first