Summary Table
Feature | Description | Benefit |
Auto-Save | Saves your progress as you go (files, signers, locations). | Prevents losing work if you close the browser or lose internet. 🛡️ |
Draft Documents | Saved works are marked with "Draft" status in the document list. | Easy to find your work in progress. ✅ |
Open Drafts | Click "Open" on a Draft document to continue working. | Start where you left off! 🚀 |
How the Draft Feature Helps You
Automatic Draft Saving: ⚙️ The platform automatically saves your progress in the background. No need to click "Save"!
Real-Time Saving: As you add files, choose signers, and set up where they sign, it all gets saved.
Protection From Losing Work: 🛡️ If the browser closes, internet drops, or you go to a different page, your work is safe!
"Auto Save As Draft" Indicator: ✅ The "Auto Save As Draft" checkmark confirms your work is being saved (see image 2).
Please Note: The Image may look different from the actual image. This image is only added for illustration purpose only. 🖼️
Finding Your Draft Documents
You can find your saved drafts in the main Documents area (like in Image 1). Here's how:
Go to the Documents section. (May be called "Draft Documents" as in the first image).
Look at the list of documents.
Find documents with the status "Draft". These are your works in progress. 📝
Please Note: The Image may look different from the actual image. This image is only added for illustration purpose only. 🖼️
Working with Drafts
Open a Draft: To continue working on it, click the "Open" button next to the document. This puts you right back where you were. ➡️
"Draft" Status: The "Status" column shows which documents are "Drafts," so they're easy to spot. 👀
Manual Save on Step 4 (Send): You can also manually save a draft at step 4, to save the recent changes.
Why Use the Draft Feature?
Keeps Your Work Safe: 🔒 Prevents losing progress.
Easy to Use: 😌 Saves automatically.
Work When You Want: ⏰ Pause and continue anytime.
Collaborate Easily: 🤝 Save a draft and share it with coworkers to review.
Relax! 🧘♀️ Know your work is automatically being saved.
Troubleshooting
Can't find your draft? 🧐 Make sure you're in the right Documents section.
Draft is old? 🕰️ Check the "Auto Save As Draft" box is checked and you have internet.