Save a Draft in Mobile App

The ability to save your progress while signing or filling out documents on the go is essential for busy professionals. The signNow mobile app offers a convenient Save Draft feature, allowing you to pause your work and return to it later without losing any information. Whether you’re using an iOS or Android device, this guide will walk you through how to enable, save, access, and manage drafts in the signNow mobile app, ensuring your workflow remains uninterrupted and efficient.

Understanding the Save Draft Feature in the Mobile App

The Save Draft feature in the signNow mobile app is designed to help users avoid losing progress when filling out or signing documents. If you need to step away or gather additional information before completing a document, you can save your current state as a draft and return to it later. This feature is especially useful for lengthy forms or when you’re interrupted during the signing process. Drafts are securely stored within the app, and you can resume editing or signing at your convenience. The process for saving drafts varies slightly between iOS and Android, but both platforms make it easy to pick up right where you left off.

Enabling Save Drafts on iOS Devices

On iOS devices, enabling the Save Drafts feature is straightforward. While you are in a signing session, tap the gear icon at the top left of the document screen to open the settings panel. Here, you’ll find a toggle labeled Save Drafts. Switch this on to activate draft saving for your session. This setting ensures that you can save your progress at any point before completing the document. The settings panel also includes other helpful toggles, such as using saved signatures and auto-populating fields, giving you full control over your signing experience. Once enabled, simply fill in any required fields and, when you’re ready to pause, tap the Done button at the top right. A pop-up window will appear, prompting you to choose Save to store your document as a draft. This ensures your work is preserved and can be resumed later without any data loss.

Saving a Draft on Android Devices

Saving a draft on Android is just as intuitive. While working on your document, tap the tick icon (✔) at the top right corner of the screen. This action will bring up a dialog box, especially if there are incomplete fields, asking if you want to save your progress. Select Save to store your current work as a draft. This feature is invaluable if you need to pause and return later, ensuring that none of your input is lost.

Accessing and Managing Drafts in the Mobile App

After saving a draft, you can easily access and manage your drafts directly within the signNow mobile app. Navigate to your Documents section, where all your files are organized by date and status. Use the search bar or filter icon to quickly locate documents marked as Draft. This makes it simple to find and resume work on any document you haven’t finished yet. The intuitive interface allows you to browse, search, and filter your documents, ensuring you never lose track of your drafts. If you have a signNow account, you can also use the Draft filter to display only your draft documents, streamlining your workflow and helping you prioritize unfinished tasks.

Resuming a Saved Draft

To continue working on a saved draft, simply open the signNow app and navigate to your Documents folder. Locate the document labeled as a draft and tap to open it. You can then pick up right where you left off, with all previously entered information intact. If you received the document via an email invite, you can also return to your draft by clicking the link in your inbox. This flexibility ensures you can resume your work from any device, whether you’re at your desk or on the move.

Draft Availability: Account Holders vs. Non-Account Holders

The Save Draft feature is available for documents sent via Invite to Sign or Merged Document Group invites. If you have a signNow account, you can access all your drafts from the Documents folder and use the Draft filter for easy management. For non-account holders, saving a draft is still possible. After clicking Save as Draft, you’ll be prompted to either sign up for a free trial to manage your drafts within the app or use the link sent to your email to return and complete the document. This ensures that even first-time or guest users can benefit from draft saving without mandatory registration.

Best Practices for Using Drafts in signNow Mobile

To make the most of the Save Draft feature in signNow mobile, consider these best practices:

• Enable Save Drafts before starting: On iOS, always check the settings panel to ensure Save Drafts is enabled before you begin filling out a document.
• Save frequently: If you’re working on a lengthy or complex form, save your progress regularly to avoid losing data due to unexpected interruptions.
• Use filters and search: Take advantage of the Documents section’s search and filter tools to quickly locate your drafts and stay organized.
• Understand your access: Remember that account holders have more robust draft management options, while non-account holders can still return to drafts via email links.
• Resume from any device: Whether you’re using iOS, Android, or accessing via email, you can always pick up where you left off.

By following these tips, you’ll ensure a smooth and efficient document signing experience, no matter where you are.

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