Title: Review and edit a draft report | OneForm > Open a draft from Review, edit the report and its email, check the answers, re-draft it with a note, and rate it. Source: https://oneform.si/help/reports/review-and-edit-a-draft/ --- 1. [Help Center](https://oneform.si/help/) 2. [Reports](https://oneform.si/help/reports/) 3. Review and edit a draft report [View as Markdown](https://oneform.si/help/reports/review-and-edit-a-draft.md) # Review and edit a draft report Open a draft from Review, edit the report and its email, check the answers, re-draft it with a note, and rate it. Reviewers and upUpdated October 22, 2026 · 3 min read [Open Review ↗](https://app.oneform.si/reviews?help=review-and-edit-a-draft) Every draft waits on the **Review** page until someone on your team checks it. You can change anything: the report, the email that goes with it, and who it goes to. ## Before you start Reviewers, admins and owners can edit drafts. Viewers can open them but not change them. ## Find drafts waiting for you 1. In the menu, under **Reports**, click **Review**. 2. Drafts waiting for you are under **To review**. The other tabs are **Approved**, **Scheduled**, **Sent** and **All**. 3. Click a draft to open it. A draft shows **Drafting** while OneFormAI is still writing it, and **Needs review** once it's ready. ## Edit the report ![A draft open for review, with the report on the left and its details on the right](https://app.oneform.si/media/5c7ffa52-6852-5dac-8e0a-d19fd014646a) 1. Click anywhere in the report on the left and type. The title at the top can be changed too. 2. Watch the line under the client's name in the top bar: it says **Saved** once your changes are kept. Your changes save automatically. To check the result, click **PDF** to download it, or **Preview email** to see the email the client will get. ## Edit the email and recipient 1. On the right, click the **Delivery** tab. 2. Under **Recipient**, check the **Name** and **Email**. 3. Under **Email**, change the **Subject** or write a **Message**. Left empty, the message is the summary OneFormAI wrote. 4. Edit, remove or add **Key points in the email**. ## Check the answers Click the **Answers** tab to see everything the client answered, next to the draft. ## Re-draft with a note When a draft needs more than a few edits, ask OneFormAI to write it again. 1. Click the **OneFormAI draft** tab. 2. Under **Note for this report**, say what to change, for example "Keep it shorter" or "They mentioned they're selling the business next year." 3. Click **Re-draft with OneFormAI**, then **Re-draft** to confirm. The new draft replaces the current one, including your edits. The note applies to this report only. To change every future report, edit the form's instructions with **Edit the form's report instructions**. ## Rate the draft On the **OneFormAI draft** tab, rate the draft under **How good was this draft?**. Your ratings teach OneFormAI how your firm likes this form's reports. See [Write better report instructions](https://oneform.si/help/reports/write-a-better-report-prompt/). ## Send your own PDF instead At the bottom of the report, next to **Prefer to send your own PDF instead?**, click **Upload a PDF**. That file is sent as the report for this client only. Click **Use the written report** to switch back. ## Good to know - **Approve it when it's ready.** Click **Approve** in the top bar, or approve and send in one step. See [Approve and send a report](https://oneform.si/help/reports/approve-and-send-a-report/). - **Re-drafts use OneAI Tokens.** If your tokens are used up, the draft stays as it is. See [OneAI Tokens and reports](https://oneform.si/help/reports/oneai-tokens-and-reports/). - **Scheduled and sent reports can't be edited.** Cancel a schedule to make changes. A sent report shows the version the client received. ## Why does it say the report was changed in another tab? Someone else, or you in another tab, changed the report after you opened it. Your latest edits here weren't saved, so they can't overwrite the newer version. Click **Reload** to get the latest version, then make your changes again. ## Why is the draft a summary of the answers? OneFormAI couldn't write it. The **OneFormAI draft** tab says why: for example, your OneAI Tokens ran out, or the client said no to AI processing. Once the cause is fixed, for example after you add tokens, click **Re-draft with OneFormAI**. When the client said no to AI, edit the summary by hand instead. Was this article helpful? [← PreviousTaxpayer privacy notice and consent (IRC §7216)](https://oneform.si/help/reports/taxpayer-consent-for-ai-section-7216/)[Next →Approve and send a report](https://oneform.si/help/reports/approve-and-send-a-report/) ## Related articles [Approve and send a reportApprove a draft, email it to the client with the PDF attached, see whether it arrived, and resend it to the same or a new address.](https://oneform.si/help/reports/approve-and-send-a-report/)[How AI reports workFrom a client's answers to a finished report: what OneFormAI reads, what it writes, and how your team stays in control.](https://oneform.si/help/reports/how-ai-reports-work/)[Write better report instructionsTell OneFormAI what to write, test it on a real response, and rate drafts so every report for the form gets better.](https://oneform.si/help/reports/write-a-better-report-prompt/)[What your client receivesThe emails a client gets after filling in a form, what the report email and PDF contain, and where paid reports can be read online.](https://oneform.si/help/reports/what-your-client-receives/) Still stuck? A person on the OneForm team reads every request. Mon–Fri, 9am–6pm ET. First reply within 1 business day. [Open a support case](https://oneform.si/contact/?topic=support)[Report a bug in the app](https://app.oneform.si/ideas?view=feedback)[hello@oneform.si](mailto:hello@oneform.si?subject=OneForm%20support) [Overview](https://oneform.si/help/) Topics - [Getting started](https://oneform.si/help/getting-started/) - [Forms](https://oneform.si/help/forms/) - [Sharing and embeds](https://oneform.si/help/share/) - [Responses and leads](https://oneform.si/help/responses-and-leads/) - [Reports](https://oneform.si/help/reports/) - [How AI reports work](https://oneform.si/help/reports/how-ai-reports-work/) - [Set up a report on a form](https://oneform.si/help/reports/set-up-a-report/) - [Write better report instructions](https://oneform.si/help/reports/write-a-better-report-prompt/) - [Brand your reports, sign-off and disclaimer](https://oneform.si/help/reports/report-branding-sign-off-and-disclaimer/) - [Taxpayer privacy notice and consent (IRC §7216)](https://oneform.si/help/reports/taxpayer-consent-for-ai-section-7216/) - [Review and edit a draft report](https://oneform.si/help/reports/review-and-edit-a-draft/) - [Approve and send a report](https://oneform.si/help/reports/approve-and-send-a-report/) - [Send reports automatically](https://oneform.si/help/reports/send-reports-automatically/) - [Schedule a report and send reminders](https://oneform.si/help/reports/schedule-a-report-and-reminders/) - [What your client receives](https://oneform.si/help/reports/what-your-client-receives/) - [OneAI Tokens and reports](https://oneform.si/help/reports/oneai-tokens-and-reports/) - [Payments](https://oneform.si/help/payments/) - [Bookings](https://oneform.si/help/bookings/) - [Workflows](https://oneform.si/help/workflows/) - [Integrations](https://oneform.si/help/integrations/) - [Emails and notifications](https://oneform.si/help/emails-and-notifications/) - [Team and account](https://oneform.si/help/team-and-account/) - [Plans and billing](https://oneform.si/help/billing/) - [Privacy and security](https://oneform.si/help/privacy-and-security/) - [Troubleshooting](https://oneform.si/help/troubleshooting/) For your clients - [For your clients](https://oneform.si/help/for-clients/) [Glossary](https://oneform.si/help/glossary/)[FAQ](https://oneform.si/help/faq/)[Developer docs](https://oneform.si/developers/)[Contact support](https://oneform.si/contact/?topic=support)