Save as draft to send later
Saving a draft
If you started working on an e-sign request, such as by selecting the file and adding fields, but are not ready to send it just yet, you may save the work done so far by clicking on Save Draft.
- When inserting fields into the document, the Save Draft button is available toward the lower right.
- When configuring e-sign options, the Save Draft button is available at the bottom left of the e-sign composition dialog.
A draft may be saved at any time after a file has been selected for the e-sign request.
Also, a draft is automatically saved right at the start and then every two minutes. Since you may have made changes after the draft was automatically saved (up to 2 minutes ago), we recommend that you click the “Save Draft” button if you wish to resume the draft later.
Resume a draft
Saved drafts appear when you click Drafts in the left sidebar. In the popup that opens, there will be two tabs: E-Sign and Messages. The E-Sign tab is open by default. Here you will see your e-sign drafts.
Click on the draft (file name and signer emails may be shown), anywhere except the small “x” symbol, to resume the draft.
Delete a draft
If you resume a draft and send the e-sign request, the draft is automatically removed.
If you do not wish to resume and send it, you may click on the “x” to delete that specific draft, in the list of drafts shown.
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