How to set up a document but not send it immediately?

If you'd like to queue up a document for signing, but not send it right away, then you can add an "approval step" in the signing order.

This way, you can prepare your documents to go out in advance.  Then, when you or another user is ready to approve the documents to be sent, they will just need to go to the My Documents section and "approve" each document with one click each.

Simply set a contact to "approve" at an earlier position in the signing order than the final signer.  This way, the document will not be sent to the final party until the "approver" has approved.


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