Option: Upload as a Draft Envelope - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard

To upload documents to DocuSign as drafts, select the Upload as a Draft Envelope option. Enabling this option uploads the appropriate documents to the DocuSign eSignature system as drafts. Signer notification emails are not sent. This allows a user to review documents in DocuSign before making them available for signing.

Note:

When the Upload as a Draft Envelope option is selected, documents are not required to have configured signature locations, and the Signer Name and Signer Email Keyword Types on documents do not need values assigned to them.