Saving signature progress

Recipients of electronic signature requests can save their work before completing the required signatures tasks. This ability to save allows the signer to step away from large documents without losing their place in the signing process. Utilizing the original link from the signature request email, the signer can complete the task from the point they saved their progress.

The following instructions provide the steps necessary for a signer to save their progress when signing large documents.

  1. After opening the document from the link provided in the signature request email, select Save Progress at any point while signing.

    Signer save progress.

    The saved message displays.

    Signer saved progress success message.

  2. To return to the document and sign at a later time, select Review & Sign Document in the original signature request email.

    Original signature request email.

Saving signature progress