Before sending a document for signature, you may want to share it with someone for review first, an agent, a colleague, or anyone else who needs to check the details. You can download any draft as a PDF directly from Connie.
Steps-by-step guide
1. Open Projects
Click Projects in the left-hand menu and open the Project you want to work in.
2. Click Documents in the menu bar at the top.
Here you will find all documents within this Project – signed, drafts, pending, and more.
3. Find the document draft you want to download.
Use the search bar and filters to locate the specific draft.
4. Click the three dots next to the document.
A short menu will appear with a few actions to choose from.
5. Click Download PDF.
The PDF will download immediately.
Share the PDF with whoever needs to review it. Once you have received feedback, go back into the draft to make any changes before sending it for signature.