Using Save Draft Function

Agreement Express now allows you to save documents before you send them. For instance, say you're entering information into a template when you get called to a meeting. Using the save as draft feature will preserve all the information you've entered into the form, preventing timeout errors resulting in data loss. For signers, you can only use the save draft feature if you haven't signed anywhere on the agreement yet.

Opening Drafts

   From Publisher View
From the dashboard click on the 'documents waiting to be signed' link. On the list that appears, all draft documents are indicated by a yellow flag. If you click on that document, your draft will open and you can now finish and send it off.

   From Signer View
You can open your draft the same way you originally accessed the document, through the link in the email. The system will automatically open the draft version of the document.

NOTE: The Save Draft function only works for publisher agreements.