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06. Sender: Navigation and Saving Options - Finalizing Your Steps βœ…

Getting Ready to Share

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Written by ROBIN BAKSHI
Updated over a month ago

Summary Table

Feature

Description

Previous

Returns to the prior step.

Save as Template

Saves current settings for later re-use.

Save as Draft

Saves document progress for later completion.

Save & Send

Sends the document to the signers for signature.

Introduction: Final Steps: Save and Send! πŸ“€

Using the provided navigation and saving options at the bottom of the screen. βœ…

Step-by-Step

  1. Click "Previous" to navigate back to the prior steps.

  2. Click "Save as Template" to save all current document and configurations.

  3. Click "Save as Draft" to save and work on the document later.

  4. Click "Save and Send" to send the document to the designated signers..

Please Note: The Image may look different from the actual image. This image is only added for illustration purpose only. πŸ–ΌοΈ

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