Save as Draft
While preparing a document for electronic signature you can save the document as a draft and return to it at a later time.
- Click the SEND tab on the top menu.
- At any period while preparing the document, users may click the Save as Draft button before sending the envelope. This saves the partially completed envelope to access at a later time.
- The incomplete envelope is saved as a draft and is available in the DRAFTS tab.
Send – Step 1: Envelope
Send – Step 2: Prepare
Click on the DRAFTS tab on the top menu to retrieve the partially completed envelope. Once the draft is opened, you may continue preparing the envelope to send from where you left off.
DRAFT Tab Options
- Delete: Use the Delete link to delete the envelope saved as a draft.
- Open: Use the Open link to open the envelope saved as a draft and continue preparing it for sending.