Help > Documents > User App Guide > Document Sections (web app) > Drafts


Upon first modification, all documents are automatically saved to the Drafts section. You can think of Drafts as a draft section in your email box.

To Rename or Delete a draft document, select it, and choose one of the options:

Note: if a file contains an automatic naming convention created by your Admin, the name is generated based on certain fields you fill out in the document. In this case, you are not allowed to change the name manually.

You can always come back to your documents in Drafts and submit a document from there by tapping on the Submit button.

Once submitted, a copy of the document will be saved under Completed (if allowed by your account Admin) or Reassigned (depending on the preconfigured document flow).

Feel free to contact us at if you have any questions or comments.

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