Portal, signing and output
How do portal draft deletion and withdrawal differ?
Delete Portal Draft removes an eligible external draft. Withdraw acts on submitted forms and is not local-record deletion.
Navigation: Open Forms 145/146 → Forms Dashboard → relevant list → Portal Drafts / select Submitted records → Withdraw
How to do it
- To inspect external drafts, open Portal Drafts in the form-list header and identify the temporary draft reference.
- Use Delete Portal Draft/Delete only for a draft the manager allows you to delete; linked drafts are protected there.
- To withdraw a filed form, select only Submitted records and click Withdraw.
- Read Withdraw Submitted Forms, confirm with Confirm Withdraw and inspect each outcome.
What to expect
Withdrawal updates successful records to Withdrawn. Portal draft deletion, withdrawal and deleting a local WrapTax record are separate operations.
Important details
- Do not mix drafts and submitted records in a withdrawal selection.
- If the portal outcome is uncertain, verify it before repeating a destructive external action.