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Saving a Signing Session for a later send

Follow the instructions below to save a signing session to send at a later time/date.

  1. Once you have set up your Signers & Documents, click Next Step, and your signing session will be created.

  2. Close the window to exit the signing session. Any tags you have placed will be saved automatically!

     
  3. Click on the yellow folder signing session (this means the session was created but not sent), and then Info, to enter back into your signing session..