Drafts

What does the "Drafts" section represent, and what are the available options for the user?

In emSigner, the "Drafts" dropdown in the DocStore displays the list of uploaded envelopes that have not yet been initiated.

The user can access these envelopes by selecting "Drafts" from the drop-down under the DocStore after logging into their emSigner account.

Drafts under DocStore

The initial grid will show the details of the envelopes, like the Created By, Date & Time, Envelope Infomration and Unique Reference Number. Each envelope will also have a "Initiate" button under the Actions grid.

Actions under Draft Envelope

The user can act on the envelope by clicking on the respective buttons. Initiate: This action will redirect the user to the initiation page of the workflow, where they can add the signatories and other required fields and send the envelope for signing.

Attachment: This action will prompt the user to upload the supporting documents in the popup.

Attach Supporting documents under Drafts

Mark as Inactive:

This action will mark the envelope as inactive, which means that the envelope will no more be available for signing for the stakeholders. A pop-up message will be shown prompting the user to confirm the if they want to mark the envelope as inactive.

Mark as Inactive under Drafts

Download: This action will download the document.

Share: Clicking on the "Share" button will open a pop-up that will prompt the user to provide the email address of the recipient. The user can also provide the Message along with the email. An option to Share Attachments is also provided, which will send the recipient the attachments if selected.