How to save the embedded request document as a draft and return to it later?

In BoldSign, users can conveniently edit and save an embedded request document as a draft, allowing them to return to it later. This feature is especially helpful when a document requires review or modifications before being sent for signature.

To begin editing an embedded request document, you must first generate the request URL using the Embedded Request API. This URL provides access to the document’s Prepare page, where you can make changes and save your progress as a draft.

Follow the steps below to save the embedded request document as a draft and return to it later:

• Open the generated URL in a new browser window or tab to access the document’s Prepare page.
• On the Prepare page, you can add form fields, edit and preview the document.
• If you want to save the document as a draft and send it later, click the Save and Closebutton.

• The document will be stored as a draft and you can re-access the same URL returned by the above embedded request API to make changes and send the document for signature.