Drafts

The Drafts tab displays envelopes that have been created by you but have not yet been initiated for signing. Drafts allow you to pause preparation and resume the workflow at a later time.

Document List Overview

Each draft listed in the Drafts tab provides the following information:

Created By & On Displays the envelope creator (you) and the date/time when the draft was saved.

Envelope Information Includes the document name, category (as selected during creation), envelope number, and expiry date (if configured).

Reference Number Displays the assigned reference number, if available; otherwise shown as N/A.

Status All entries in this tab are marked as Draft.

Actions Provides access to available draft-level actions, including initiation and management options.

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Actions Available for Individual Drafts

Using the Actions dropdown for a draft document, you can perform the following:

• Initiate Resume the document workflow and proceed with participant configuration, field placement, and signing initiation.

• Attachment Add or manage supporting documents associated with the draft.

• Mark as Inactive Inactivate the draft if it is no longer required, without deleting it permanently.

• Doc Expiry Define or update the document expiry date before initiation.

• Download Download the draft document for offline reference.

• Tag Category Assign or update the document category for better organization.

• Share Share the draft document with others for review or reference (no signing action is triggered).

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Bulk Actions on Drafts

You can select multiple draft documents using the checkboxes and perform bulk actions. Once selected, the bulk action bar appears at the bottom of the screen.

Common bulk actions include:

• Download selected drafts

• Share multiple drafts

• Mark as Inactive in bulk