How do I change where my signed documents will be saved?

You can customise where your final signed documents are saved.

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.

Choosing your save location

After you have added your message to your file and it is all ready to send, you can choose where you want the signed document to be saved. 

  1. You can save alongside the original document.
  2. You can save to a separate location from the original document. By default your final signed documents will be stored in a folder called Dropzone. This folder will be created at the home level of your SuiteFiles site.
  3. Use the dropdown to select the new location you want the document saved to.

Navigate your SuiteFiles here and select your save location. Once you have selected where you want it to be saved, click save.

 

To find out how to manage when your signing request expires; click here