Save an eSign draft to pause a request and finish it later, or allow an admin to review. Everything stays exactly as you left it so you can pick up where you left off.
Pipeline eSign signature requests can be sent from transactions or from Reference Docs, blending seamlessly into your process.
But, sometimes, those requests are not always ready to send. You may be waiting on details, an internal review, or just need to pause mid-process.
Save your work as a draft instead of starting over later. Your documents, signers, and fields stay exactly as you left them.
Pause Anytime
Start a signature request and add your documents, recipients, and fields. If you're not ready to send, just save your progress as a draft.
Pick Up Where You Left Off
Your saved draft stays just as you left it. You can return to it anytime, or an admin may review or finish it.
Send When You're Ready
Agents or their admins may return to the draft at any time to review, edit, or send.
Save a draft while preparing a signature request from the Reference Library, so you can finish and send it later.
Who Can Do This: Anyone whose company is subscribed to Pipeline eSign.
To save a signature request draft from Reference:
- Start a Signature Request
- Begin sending an eSign request from the Reference Library — add your documents, signers, and any needed fields.
- Save as Draft
- Click [Save as Draft] to pause your progress and return to it later.
- Click [Save as Draft] to pause your progress and return to it later.
Save a draft while preparing a signature request from a transaction, so you can finish and send it later.
Who Can Do This: Anyone whose company is subscribed to Pipeline eSign.
To save a signature request draft from a transaction:
- Start a Signature Request
- Begin sending an eSign request from a transaction — add your documents, signers, and any needed fields.
- Save as Draft
- Click [Save as Draft] to pause your progress and return to it later.
- Click [Save as Draft] to pause your progress and return to it later.
Manage Your Drafts
Manage all your saved eSign drafts in one place. Review, edit, and send when you're ready.
Learn how to Manage Your eSign Drafts
Manage Company-Wide Drafts
Manage eSign drafts saved by your team. Admins can review, edit, or send drafts to keep signature requests moving.
Learn how to Manage Company-Wide eSign Drafts
