Save a Draft vs Submit Your Advisory Log

Your advisory log can be saved as a draft (editable) or submitted (locked). This guide covers the difference and when to use each.

💡 Tip — Who can use this For advisory partners, in the My Log tab.

Quick reference

Save Draft vs Submit

Save Draft — persists your log so you can return and continue. The log stays editable across sessions. Use this while you're still working.

Submit Log — finalizes and locks the log for the period. After submitting, the log becomes a read-only view. The lead partner's consolidated roll-up pulls from submitted logs.

📝 Note — Submit when final Once submitted, you can't edit the log. Make sure it's complete and accurate before submitting. If you need to change something after submitting, contact your lead partner or admin.

💡 Tip — Submit on a regular cadence The lead partner's consolidated view is most useful when all partners have submitted their logs for the period. Submit yours promptly at your agreed cadence so the team can coordinate.