monday.com Form Save as Draft and Continue Later

Long forms (30+ questions) take time to complete. Vendors need to gather documents. Clients need to check internal data. Team members get interrupted mid-form. The natural expectation: save progress and come back later. WorkForms, monday.com’s form builder, offers a “Save as Draft” feature — but it loses uploaded files and signatures (monday.com Help Center). BoardBridge currently doesn’t offer draft saving at all. This is one limitation both platforms share, and we’re being honest about it.

This post is about transparency. We’ll walk through what monday.com’s draft feature does (and doesn’t) do, why draft saving is technically complex, what workarounds exist, and where BoardBridge stands.

BoardBridge — Form & Workflow Automation for monday.com offers unlimited re-submissions to the same item, without WorkForms’ 10-edit limit for viewers and external users (submit, return later, update data) — but you must complete the form in one session first. If you need true “save mid-form and resume later” functionality, neither monday.com WorkForms nor BoardBridge fully solves this today. Book a free demo to discuss your specific workflow and explore workarounds.

monday.com’s “Save as Draft” Feature (and Its Limitations)

monday.com WorkForms includes a “Save as Draft” button that allows users to save their progress mid-form and resume later; you switch it on in the form’s settings. However, according to official documentation (monday.com Help Center):

“Files or signatures in the signature question will not be saved” when using Save as Draft.

What “Save as Draft” DOES Save

The help article names only files and signatures as not saved, so text, dropdown, number, email, phone, date, checkbox and link answers come back with the draft.

What “Save as Draft” DOES NOT Save

• File uploads — Users must re-upload all documents, images, and attachments when they resume
• Signature fields — Users must re-sign when they resume

For forms that require document uploads (vendor certifications, insurance certs, contracts) or signatures (compliance forms, approvals), this is a dealbreaker. Users save their draft, upload 5 PDFs, sign the form, and close the browser. When they return, the PDFs and signature are gone — they start over.

How monday.com’s Draft Feature Works

Why This Breaks for Document-Heavy Forms

A vendor onboarding form requires:

• Company information (10 text fields)
• Contact details (5 fields)
• Insurance certificate (PDF upload)
• Business licence (PDF upload)
• W-9 form (PDF upload)
• Certification documents (2-3 PDF uploads)
• Authorized signer signature field

The vendor fills out 15 fields, uploads 5 PDFs, signs the signature field, and clicks “Save as Draft.” The next day, they return to finish the form. All 15 text fields are pre-filled, but the 5 PDFs and signature are gone. They must re-upload everything and re-sign.

Result: Vendors don’t trust the draft feature. They complete the entire form in one sitting (even if it takes 45 minutes) because they don’t want to lose file uploads. For more on why WorkForms breaks at scale, see our reliability guide.

BoardBridge: No Draft Feature

BoardBridge does not currently have a “save as draft” or “resume later” feature. Forms must be completed in one session. If someone closes the browser partway through a form, their progress is lost.

We’re being honest about this limitation. We’re not pretending it’s solved. What BoardBridge does offer is a form that can update an existing item through a unique URL per item, accept unlimited re-submissions and pre-fill from the item’s current values. The first two workarounds below build on that. Its calls go through monday.com’s API and count toward your account’s daily API call limit: 200 a day on Free, 1,000 on Basic and Standard, 10,000 on Pro and 25,000 on Enterprise (monday.com developer docs).

Workarounds (Neither Platform Solves This Perfectly)

Since neither monday.com WorkForms nor BoardBridge offers full draft/resume functionality (with file uploads), here are workarounds teams use:

Workaround 1: Break Long Forms into Multiple Shorter Forms

Instead of one 50-question form, create 3-4 shorter forms (10-15 questions each). Users complete one form at a time, submit, and return later to fill out the next form.

BoardBridge advantage: Each form can update the same monday.com item through that item’s unique form URL. Form 1 writes to Item #12345, Form 2 also writes to Item #12345, Form 3 writes to Item #12345. All data ends up on one item, no manual merging required.

monday.com WorkForms: Each form creates a new item — you’d need automations to merge data from multiple items or use Connect Boards columns to link them.

Workaround 2: Email Users a Pre-Filled Form Link After Partial Submission

BoardBridge pre-fills forms from the item’s current values. If a user submits a partially completed form (some fields left blank), you can send them the same form URL again. When they open it, all previously submitted data is pre-filled — they just fill in the missing fields and re-submit.

How this works:

BoardBridge advantage: Overwrite protection per field. You can mark critical fields as “protect existing data” so the first submission is preserved, while allowing users to fill in missing fields on the second submission.

Workaround 3: Use monday.com’s Board as the Draft Storage

Instead of a form, give users access to the monday.com board directly (as a guest or limited user). They fill out column values as they have time — the item is the “draft.” When they’re done, they change a status column to “Completed.”

Use case: Internal forms for team members who already have monday.com accounts. Not viable for external users (vendors, clients).

Workaround 4: Use an External Form Builder with Draft Support

JotForm offers Save and Continue Later: respondents copy a draft link or have it emailed to them (Jotform), so they can resume on another device. Fillout saves progress when a respondent leaves and offers to resume on return from the same browser and device (Fillout). Typeform offers draft saving but relies on browser storage (answers kept in the browser’s local storage, per Typeform Help Center), requiring the same device/browser to resume. Neither JotForm nor Fillout documents whether uploaded files stay in a draft, so test with your own files. Forms live on their platforms, and data syncs to monday.com via API after final submission.

When to use this: If draft/resume is a hard requirement, JotForm or Fillout are the best options today; test file uploads in a draft before you rely on them.

Example: Vendor Onboarding Form (45 Questions)

Take a company that onboards 150+ vendors per year. The onboarding form collects:

• Company information (12 fields)
• Contact details (8 fields)
• Insurance and certifications (6 file uploads)
• Equipment lists (10 dropdown fields)
• Pricing (6 number fields)
• References (3 text fields)

Total: 45 fields, including 6 file uploads.

Vendors have to gather documents, check internal systems, and review equipment lists, so many start the form, realize they’re missing information, and abandon it.

Solution: Multi-Form Workflow

Split the form into 2 shorter forms:

Form 2 targets the vendor’s item through its unique URL, so vendors finish Form 1, submit, and come back for Form 2 when they have the equipment and pricing details. All data lands on one monday.com item — no manual merging. Because Form 1 creates the item, the uploads arrive with it; tell vendors which documents to have ready before they open it.

The multi-form approach isn’t true draft/resume, but it achieves the same goal — vendors don’t have to complete everything in one sitting.

Comparison: Draft/Resume Feature Across Tools

Typeform Source

If draft/resume is a hard requirement, JotForm is the most portable option today, since respondents can copy or email the draft link. Fillout works if respondents resume on the same browser and device. Test file uploads in a draft before relying on either.

However, they’re external platforms — forms don’t integrate natively with monday.com. Data syncs via API after final submission, and you have a separate tool to manage.

Staying with WorkForms? Our guide on how to build a WorkForm covers the setup, and monday.com form redirect after submission covers where people land when they finish.

Frequently Asked Questions

Next Steps

If draft/resume functionality is critical to your workflow, we recommend evaluating JotForm (Bronze plan $34/mo (USD) annual, per Capterra) or Fillout (free up to 1,000 responses/mo, Starter plan $15/mo (USD) annual, per Fillout) — JotForm’s draft link can be copied or emailed, and Fillout resumes drafts on the same browser and device.

If you need features those tools don’t offer (updating existing monday.com items through a unique URL per item, AND/OR conditional logic on any monday.com plan, dual-board mapping, CC/BCC and conditional email recipients), book a free consultation to discuss BoardBridge. We’ll walk through the multi-form workaround and the pre-fill + re-submission approach.

We won’t oversell a feature we don’t have. This post is honest about what works and what doesn’t. Your workflow matters more than our feature checklist.