How to save an in-progress document?

When creating a document, you have the option to save your progress and return to it later for further editing, by saving it as a draft. Documents saved as drafts are stored in the Drafts folder, allowing you to edit and send them for signature at a later time.

Follow the below steps to save a document in draft:

• Click Create New on the Dashboard page and select Create New Document.
• Add the necessary fields to the document on the Prepare Document page.
• Click the Next button, and you will be directed to the Configure Fields page.
• If you decide to pause your work and continue it later, simply click the Back arrow.

• A pop-up will appear; click the Go to dashboard button. This will take you to the Dashboard page, and your document will be automatically saved as a draft, allowing you to resume your work at a later time.

• You can access your saved document later on the Drafts page.