How do I manage the documents in drafts folder in the mobile application?

In BoldSign, you can save documents in-progress or incomplete during preparation as drafts using the BoldSign mobile app. These drafts are stored in the “Drafts” folder, allowing you to edit and finalize them later before sending for signature.

Saving the document as draft

• On the Dashboard page, tab the + symbol at in the bottom navigation bar and select the Create New Document option.
• On the Upload Document screen, upload the document you want to send for a signature request, then click Continue.

• To include recipients, tap the Add Recipient button at the bottom.
• In the Add Recipients screen, enter the recipient’s name and email, then tap Add Recipient to include the recipient.
• You can repeat this process to include multiple recipients. Then, tap the Next button.
• On the Prepare Document screen, you can add CC recipients if necessary. Under the Document Settings section, you can customize options such as Allow Signers to Reassign and Auto Reminder to fit your requirements.
• Tap Save Changes to apply or Cancel to return to the previous screen.

• If you wish to pause and resume later, tap the Save as draft option. To continue working on the document, select the Configure Fields button to customize signer fields.

• On the Configure Fields page, add all required fields.
• If you wish to pause creating the document so you can resume later, tap Continue.
• In the Document Actions menu, choose the Save as Draft option to save your progress and return to it later.

Manage the documents in drafts

• Tap the menu icon (three lines) and select the Documents option.
• From the Documents menu, choose the Drafts option.
• Your draft documents will be listed on this page.

• To send a draft document, click on the desired document to open it.
• Make any necessary changes, then click the Send document button to send it for signature.
• Once a draft is sent, it will be removed from the Drafts folder.

• To delete a draft, click the Delete icon at the right end of the required document.
• The draft will be permanently removed and cannot be restored once deleted.