Prepare Toolbar – Save as Draft

Last Updated On August 17, 2018
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Prepare Toolbar – Save as Draft

Overview

While preparing a document for electronic signature, senders have the option to save it, to return to it at a later time.

  1. Click the SEND tab on the top menu.
  2. 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 for access it at later time.
  3. The incomplete envelope is saved as a draft envelope and is available under the DRAFTS

Preparing a Document

While preparing a document for signature, if the user would like to save the document it its current state, the user can click the Save as Draft button.

DRAFTS Tab

Click on the DRAFTS tab on the top menu to retrieve a partially completed envelope where it was last saved.  Once the draft is opened, the user may continue with the preparation and send the document for signature.

DRAFT Tab Table Options

  1. Delete: Use the Deletelink to delete the envelope saved as a draft
  2. Open: Use the Open link to open the envelope saved as a draft and continue preparing it for sending

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