How to manage the documents in drafts?

When working on a document and wanting to save it so that you can continue working on it later, drafts are helpful. The document saved as a draft will be stored in the Drafts folder. It can be further edited and sent to the signer for signature.

Saving the document as draft

• Click Create New and select the Create New Document option.
• After adding details in all the sections, click Next and proceed to the next page.
• Once all the fields are placed in the document, but you decide to send the document later, you can go back to any work.
• The document you worked with is automatically saved in the drafts section.

Manage the documents in drafts

• Click the Documents menu and select Drafts.
• You can find all the drafted documents on the drafts page.
• If you want to send the document, hover on a particular document, and click the Edit option.

• The document will be opened. Edit the document as needed, then click the Send button to send it to the signer.
• When a draft document is edited, and a signature request is sent from that document, it will be removed from drafts.

• If you want to delete the document from drafts, hover on a particular document and click the Delete option.
• The document will be removed from the drafts folder. Once deleted, it will not be further restored.

We have also published a video tutorial on this topic. Check out the video below: