Drafts

When you find yourself repeatedly putting in the same information when sending a document, a batch, or a multi-doc, save it to a Draft and regenerate your inputs with one click.

What is a Draft?

Drafts allow you to save document workflows for quick access and reuse.

How to use Drafts:

1. Prepare Your Templates: Set up your templates as you usually do.

2. Visit the Send Page: Go to the Send page and fill in the Details and Recipients page with all the necessary information, except for any details you might want to change later.

3. Save as Draft: When ready to save, click the 'Save as a Draft' button.

Video showing how to use Drafts:

Why use Drafts?

• To save yourself the need to repeatedly enter the same information and significantly reduce document preparation time.

• To minimise errors and ensure consistency across documents by maintaining a standard format for recurring documents.

• To easily access and reuse your saved workflows, especially when handling frequently used document packs such as application forms or standard letters that require countersigning.

• To share drafts with your team to ensure everyone is using the same templates.

• To maintain control over your documents by pre-filling essential information and ensuring all necessary details are included before sending.

Drafts make preparing documents safer, easier, and faster. For more information on how Drafts can benefit your business.