Drafts
Drafts let you save an envelope before you send it. Come back later, collaborate with your team, share a view-only copy with external reviewers, and send when you are ready.
When to use this
Section titled “When to use this”- You are mid-compose and need to pause before send
- Teammates should review recipients, fields, or payouts before the envelope goes out
- External counsel needs a view-only copy without signing access
- You want browser autosave plus a workspace-backed saved draft
How it works
Section titled “How it works”While you are editing (browser)
Section titled “While you are editing (browser)”On New envelope, Filosign keeps your progress in the browser: recipients, documents, signature fields, payouts, and extra files. You can refresh the page in the same browser without losing that work.
Saved to your workspace
Section titled “Saved to your workspace”When you click Save draft, Filosign encrypts everything and stores it in your workspace. Teammates with access can open it from Drafts in the sidebar. A saved draft includes recipients, message, field placement, payout settings, and file bundles.
Share draft emails external reviewers a view-only link. They can read the document but cannot sign or pay until you send the envelope.
Example workflow
Section titled “Example workflow”A finance team prepares a vendor agreement with payout and gated-file settings. They save the draft, leave comments for legal ("wait for clause 4 approval"), share a read-only link with outside counsel, then send once everyone agrees.
What to watch out for
Section titled “What to watch out for”- If two people edit a saved draft at once, Filosign warns you instead of silently overwriting.
- Draft review links do not allow signing or payouts until you send.
- Archived drafts are removed after the retention period in our Privacy Policy.
- Drafts are encrypted in your browser before upload. You may need to unlock wallet keys to save.
How to work with drafts in the app
Section titled “How to work with drafts in the app”Create and save
Section titled “Create and save”- Start New envelope.
- Add recipients and documents, then continue to place fields.
- Add payouts or extra files if you need them.
- Click Save draft.
Resume and send
Section titled “Resume and send”- Open Drafts in the sidebar.
- Click a draft to continue where you left off.
- Send from the designer when ready. Filosign marks the draft as sent and closes external review links.
Share for external review
Section titled “Share for external review”- Save the draft first.
- Click Share draft and send the view-only link.
Who can access drafts
Section titled “Who can access drafts”| Permission | Typical access |
|---|---|
| Read | Open and view team drafts |
| Write | Edit and save drafts |
Owners and admins usually have full access. Senders can read and write. Viewers can read only.