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The Draft Documents Report

The Draft Documents section in OpenSign helps you manage all your in-progress documents easily. This feature allows you to save, review, and edit documents before sending them for signature. Here's a detailed overview of how to navigate and use the Draft Documents report effectively.

  1. Once logged into OpenSign, you'll see a navigation panel on the left side of your screen.
  2. Click on "Reports" to expand the available options.
  3. Select "Drafts" under the Reports section. This will display all your saved draft documents.

Understanding the Draft Documents Report​

The Draft Documents section provides an organized list of all documents that are saved as drafts. Each draft entry contains key details that help you quickly identify and manage your documents. Here’s a breakdown of the information available:

Draft documents

  • Sr.No: This column displays the serial number for each document in the list, helping you quickly identify and reference documents.

  • Title: The "Title" column displays the name of the document.

  • Note: This section contains any notes that were added during the document's creation.

  • Folder: The "Folder" column indicates the location where the document is stored within OpenSign Drive, ensuring you can easily locate the document later.

  • File: Here, you will find a "Download" link that allows you to directly download the drafted document to your local device for review or archiving.

  • Owner: This column shows the name of the person who created the document.

  • Signers: The "Signers" column displays the names and email addresses of the signers assigned to that document for signature. Click the "View" button to see the signers.

Action buttons​

The "Draft Documents" report also includes several actions icons for each document:

  • Edit: If you need to make changes to your draft, click the edit (pencil) icon. This will open the document for you to make the necessary modifications before sending it for signatures.

  • Delete: If a draft is no longer needed, click the trash icon to delete it. Be cautious when using this action as deleted drafts cannot be recovered.

If you require more help, feel free to reach out to our customer support on support@opensignlabs.com.

Happy signing with OpenSign™!