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How to use the saved document in drafts?
Published:
1 min read
In BoldSign, you can edit and use the documents that are saved in the drafts folder for signature requests at any time. However, when you edit a draft document and send a signature request from it, the document will be automatically removed from the Drafts folder.
Follow the steps below to use the saved document:
- Click on the
Drafts
on the Documents menu and you will be taken to the drafts page. - Hover your mouse on the document you want to use and click on the
Edit
icon.
- You will be taken to the Prepare documents for signing page.
- Make necessary changes on that page and click
Next
to go to the Configure fields page. - Add the required form fields and send the document for signature.
- Now, the document will be removed from the drafts folder.