Can I save the envelope, to send at a later date?
Yes, you absolutely can indeed! Our system saves all envelopes that are incomplete, as Drafts.
To save an envelope as a Draft, all you need to do is exit your Send Envelope process, by clicking into Dashboard, Library, etc.
Please note: Drafts do not save the party information if you leave the process on Step 2, so please make sure you progress to Step 3 before leaving.
If you then go to Library, you will see your incomplete envelope now in Draft status.
To continue where you left off, just click ‘Edit’ on the envelope.
You can also remove any Drafts you no longer need by clicking ‘Remove’.
And that’s all there is to it! Drafts will remain in your Library, until you remove them or send them out.