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Using Draft Mode in Foxit eSign

Explains how Draft Mode works for preparing documents before sending them in Foxit eSign. Jul 22, 2024Knowledge

Answer

Draft Mode Overview

Draft mode allows the sender of a document to edit , add , remove , prefill information fields , or add additional documents to a folder before sending off a document. Similar to when creating a template, the draft mode allows customization on a per-document basis, enabling a user to utilize saved templates in multiple ways and personalize each document to any specification.

There are two types of Draft Mode . Prefilled values can be applied on a:

  • Document level: For a specific document.
  • Template level: All future documents that are created from the template.

Jump To Draft Mode Topics Prefill fields for a Document

Double-clicking on a field will allow the field to be prefilled with a value or a value may be added directly to Default Value in the Field Properties .

💡 Tip!

To create a field with pre-filled values that is unable to be changed by a recipient, enable the View Only setting from Field Properties .

Prefill fields for a Document created from a Template
  1. Open the template and click Send

  2. On step 3, Review/Send , located beneath the Email Template, click Edit



  3. Double-click a field to prefill a value or add values directly to the Default Value field in Field Properties

💡 Tip!

Advanced Sending Options can be customized from the More Actions button in Draft mode for a document. Customize the Automatic Reminders and Expiration feature or edit the Recipient Delegation Settings.

Prefill fields for a Template
  1. Open the template.
  2. Double-click a field to prefill a value or add directly to Default Value in Field Properties.



    All documents sent from this template will contain the prefilled field values.