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  3. FAQ - Request what you need with Procurify
  1. FAQ - Request what you need with Procurify
  • January 26, 2023 23:50
  • Updated

Is it possible to save multiple request drafts?

Question:

  • How many Request drafts can be saved?
  • What types of Requests can be made into drafts?
  • How do I save a draft Request?

 

Answer:

Order Requests and Expense Requests both allow a single draft per logged-in user. Choosing to create a new Request will either start a brand-new Request or it will re-open an existing draft if one does exist.

Order Request:

The order request form will auto-save the information added to the Request - any changes are saved to the users' current running draft until it is submitted.  

Expense Request:

For expense requests, a user must click Save Draft at the bottom of the expense requests to save changes if the Request is not yet ready to be submitted for approval.

Travel Request:

A travel request must be submitted to be saved and will not automatically save as a draft. However, once submitted, it can be reopened and modified by clicking Edit inside the submitted travel request. As such, multiple travel requests can be submitted and then re-opened/edited before being approved.

 

Additional Information:

  • See Do Expense Drafts Created on Mobile Save to the Web as well? for details on draft behavior in the Procurify Mobile App 
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