Ability to save a sign request / template as a draft
When preparing documents, there is no feature for draft-saving.
This would be very helpful to have.
Anonymous
shared this idea
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Anonymous
commented
A feature that allows users to save a document while editing fields and resume editing later.
This enhances operational flexibility. -
Anonymous
commented
We use the Box a lot for templates and completing documents. The problem is: everything has to be completed all at once. There isn't a feature that allows one to save and then return to the document. That is not very efficient for us and the way we use the sign feature.
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Anonymous
commented
I'd like to second this request for draft saving. Complex contract sets can be hundreds of pages long & take a lot of time to set up - I don't want to risk losing it all if I have to step away. Following up on the below question from March 20, 2024, if you don't plan on offering a save feature, can you provide any additional details, and/or provide steps for a workaround? Thank you.
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Anonymous
commented
Hello -
I see that the status of this has been recently updated to "Not Planned".
Can you share any additional detail on why this is no longer being considered, or if there is a workaround that achieves the same result of prepare-before-send?
We personally migrated from DocuSign and used their capability for this extensively, and not having it has caused a lot of friction on various existing business processes.
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Anonymous
commented
I would like to be able to save requests Box Sign before sending. This would eliminate me from having to hunt down files after receiving them when I know they need to be in a work flow. It would need to be able to change fields, add signers, add files and all other tools and options available so you could start the request at a later date.
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Anonymous
commented
Beneficial for legal clients of Box.
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Anonymous
commented
If we have a large signing process going through DocuSIgn, we could have 100 documents that need to go to clients over a short period of time. In DocuSign, we regularly use the Save and Close option to prepare a document, rather than send it. Once we have all the docs preparared with signature blocks etc, we go into each draft and hit Send.
It would be good if Box could track the Draft in DocuSign, and allow you to go back into the document in Box and send from there. The only workaround is to login to DocuSign to send the draft. We ideally prefer to send documents from Box than DocuSign as we can organise the content into a shared project folder.