Draft Documents

The Draft folder displays documents that are not filed and have been saved as draft:

To access Drafts folder:

1. From the Side Navigation Bar select Drafts:

   

2. The Drafts screen displays:

   

   From here you can:

   • Search for or sort documents, see Searching for and Sorting Documents for details.

   • Filter the documents that display, see Using Filters in DocHub for details.

3. Select Documents actions at the end of a document row to view the options:

   

   You have the following options:

   • View document - Select to display the document. See Processing Documents for details.

   • Edit document data - Select to update the document. See Processing Documents for details.

   • Create Task - Select to create a Task for the document. See Creating a Task for details.

   • Download as PDF - Select to download the selected document as a PDF. To view the Downloads folder, open Windows File Explorer, then locate and select Downloads. A list of your recently downloaded files display.

   • Download image - Select to download the selected image. To view the Downloads folder, open Windows File Explorer, and then locate and select Downloads. A list of your recently downloaded files display.

   • Print document - Select to print the selected document.

   • Delete - Only available for Not filed and Draft documents. Select to delete the selected document and the Delete document screen displays. Select a deletion reason, add any notes required and then select Delete:

     

     The deleted documents are stored in the Deleted documents folder for 14 days, after this time, unless they are restored, the documents are deleted from the system.