This new enhancement allows the Preparer to save their documents as drafts without the requirement to add any fields for Signatories.
Below is a comparison of the previous and current designs for your reference.
On the document, the Preparer was required to add at least one field, selecting from options such as:
vi) Add text
This step was necessary before being able to save the document as a draft.
Now, the Preparer has the option to save the document as a draft even without adding any fields.
To save the document as a draft, simply click on the "More Options" button and select 'Save and Close'.
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