When you fill in a form in Sidely, it is automatically saved as a draft until it is submitted. This lets you complete it later, but you may sometimes want to delete a draft you no longer need (test, duplicate, canceled visit…).
Steps to delete a draft from the web platform
Go to the Commercial operations section:
Log in to Sidely from a browser, then click the form of your choice in the left-hand menu.
Identify the draft to delete:
Use the filters or the search bar to display only your draft forms. They are marked with an orange bar.Delete the draft:
Click the three dots (⋮), then confirm the deletion. The draft will be permanently deleted.
Viewing and managing drafts in the mobile app
Access your forms:
Open the ☰ menu, then tap Forms.
Find your drafts:
Forms that have not been sent are shown as drafts in gray.Delete the draft:
A Delete option appears with a trash can icon.
🗑️ This action is permanent. If you want to keep the information, finish and send the form instead of deleting it.
FAQ
How can I tell a draft from a submitted form?
The "draft" status is visible in the list.
2. Can a deletion be undone?
No. Once deleted, the draft is permanently erased.
3. I don't see the option to delete from the web. What should I do?
Check with your administrator that you have the necessary permissions.
4. Can I edit a draft from the mobile app?
Yes, you can open it, complete it and send it.