Documents Sent For eSignature


When you find yourself repeatedly putting in the same information when sending a document, a batch, or a multi-doc, try creating a Draft instead.

With this feature, you can save document workflows to quickly access them, and optionally make them available to other Team users.

To create and save a Draft:

  1. Visit the Send page

  2. Add  your templates as usual

  3. Fill in the Details page and Recipients page with all the information EXCEPT anything you will want to change later

  4. Click “Save as a Draft” on the bottom left of the page

To send one of your Drafts, access the Drafts page on the Main Navigation Bar

On the Drafts page select ‘Shared with Me” to access Drafts that have been made and shared by other users on your team.