Help > Documents > User App Guide > Document Sections > What is Drafts?

What is 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.

You can rename, copy or move the document to another folder in Drafts, pin the document, and delete it. You may also email the document by tapping three dots next to the name of the document if this option is enabled by your company account Admin.

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 the document from there by tapping on the Submit button in the upper right corner.

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).

Can’t find what you’re looking for? Feel free to contact us at if you have any questions or comments.

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