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Newcomer
May 8, 2024
Solved

saving progress

  • May 8, 2024
  • 2 replies
  • 525 views

Is it possible to set the document to save a signer’s progress so they can come back and finish it later?

Best answer by Alexandre.Augusto

Hello, @jerchamb 

 

You are very welcome to the Docusign Community!

 

It is not necessary to set anything. By default, a signer when open up the envelope then start doing something in the document can at any time click in the Other Actions menu in the right top corner then select Finish Later.

 

 

Let me know if I answered your question.

 

Best,

Alexandre

2 replies

Alexandre.Augusto
Docusign Employee
Docusign Employee
May 8, 2024

Hello, @jerchamb 

 

You are very welcome to the Docusign Community!

 

It is not necessary to set anything. By default, a signer when open up the envelope then start doing something in the document can at any time click in the Other Actions menu in the right top corner then select Finish Later.

 

 

Let me know if I answered your question.

 

Best,

Alexandre

Your feedback is very appreciated! You can give a Like and mark this answer as the "Best Answer" for your issue. DocuSign University http://dsucustomers.docusign.com
Docusign Employee
May 23, 2024

Hi @jerchamb,

 

I hope you are doing well.

 

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested? 

 

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

 

Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,   

Alejandro R. | Docusign Community Moderator   

"Select as Best" below if you find the answer a valid solution to your issue!