For the complete documentation index, see llms.txt. This page is also available as Markdown.
Drafts
What does the "Drafts" section represent, and what are the available options for the user?
The Drafts tab displays documents and envelopes that have been created by you but have not yet been initiated for signing. These drafts allow you to pause preparation and resume the workflow at a later time.
What You See in the Drafts List
Each draft entry provides the following information:
Created By & On
Displays the document creator (you) and the date/time when the draft was saved.
Envelope Information
Includes:
Document name
Category (as selected during creation)
Document/Envelope number
Expiry date (if configured)
Reference Number
Shown if a reference number was assigned; otherwise displayed as N/A.
Status
All entries in this tab are marked as Drafts.
Actions
Primary action available is Initiate, allowing you to continue the workflow.
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).
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.
