Stages

Forms have two states; the Edit mode and the Filing mode.  When a form is downloaded from the Lobbying Disclosure website, it is in Edit mode.  You can create templates and complete the form in this state.  When the form is ready to be filed, the Form Complete process will change it to Filing mode so that it can be submitted electronically.

You can determine the state of your form by reviewing the buttons that are available when you are working on it.