While creating a document signing request you can exit at any time to save your request as a draft to revisit later
Please note: These articles outline the steps for the new document signing platform, currently in early access. Features like Certificate of Completion and signing request cancellations aren't available just yet.
We recommend using the current document signing platform for any important documents that require these more complex features during the early access phase.
We're rolling out your favorite features gradually so stay tuned to our in-app notifications and release notes for the latest updates! You can also check this page to see what we've released and what's coming next.
Saving your signing request as a draft
- At any stage during the preparation of your document pack for signing, you can click on Cancel to save your progress as a draft.
- Click Save a draft to save your progress or Delete draft to cancel the signing request.
Managing signing request drafts
- Navigate to the document signing dashboard and click Explore now to enter the new dashboard.
- Click on a document signing request with a status of draft to continue working on it.
- To remove a draft click the three dots and click Delete draft.
To find out how to navigate the document signing dashboard; click here