I am not ready to request signatures from Signatories. How do I delay signing of the document?

When you attach a document, it automatically places it in Draft status under My Documents tab in upload pop up box. You can delay signing of the document by leaving the document in Draft status until you are ready to request signatures. When you are ready to request signatures, refer to How do I create an ePak for signature? and simply select the desired draft document from the My Documents tab. The request for signatures gets sent to the signatories via email.

Please note that draft documents are also subject to the document retention period (default is 30 days). Draft documents that are left will be deleted at the end of the retention period.

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