Draft System #

Any transmittal type can be saved as a draft before sending.

Saving a Draft #

Click "Save as Draft" instead of "Send". The transmittal is assigned a temporary DRAFT number and remains fully editable.

Editing a Draft #

Navigate to the draft from the dashboard Drafts tab or the transmittal registry. All fields can be modified: title, receivers, CC receivers, documents, document responses, additional files, and custom fields.

Sending a Draft #

From the draft's detail page, click "Submit". The system:

• Replaces the DRAFT number with a final transmittal number.
• Validates all required fields.
• Sends email notifications to receiver companies.
• For response drafts: applies all document responses and updates document stages.

Draft Visibility #

Only your company can see your drafts. They appear in the dashboard Drafts tab and the transmittal registry.