Saving as a draft

[tk92230786]

Hello. I have a question about setting up forms. I looked through the knowledgebase and couldn't find the answer to my question so if it's there and I missed it, I apologize.

When I go to create a document to be signed, I click "Send". Then after entering all the details, I upload my file. Then I click Next and spend a bit of time creating fields.

At this point, I would like to save the form as a draft. But it doesn't seem like I can do that. When I navigate away from the page, I do see the document under my drafts but none of the fields are there.

Is there a way to save a draft of my document after I create fields?

Thanks in advance.

[Meenakshi Negi · Accepted solution]

Hi Tk,

There is no option to save a draft of the document after the fields created on the Send page and not sent.

Once you navigate from the Send page without sending the document, it initial document get saved as a draft.

However, the document gets saved as a template including the form fields added on it when you check the box for "Save to document library" and send the form for signature.

The other way is to use the option "Add Template to Library".

There you can upload the PDF and add the form fields on it.

The document will save under the Library Template and can be used later on.

Hope that helps.

Let us know if you have any questions.

Regards,

Meenakshi