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prashant_s_g
Participant
Feb 25, 2016 5:59 AM UTC
Question

ESign -returning back to"Get a Document signed" page

I load a document, add signatory Email IDs, and then click on Next to adjust the signature blocks. In case, I have missed to add someone in CC  or loaded an incorrect document, the tool does not allow me to go back and make the changes. I feel this is a shortcoming in this tool or is there a solution.

I am a frequent user of ESign,Any help , you can provide is greatly appreciated. I am a frequent user of ESign

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4 replies

AadeshSingh
Participating Frequently
Feb 25, 2016 2:03 PM UTC

Hi prashant,

In order to avoid this issue you can create a template which can be Edited & reused.

Refer to this KB doc. Create a library template | eSign services

Regards,
Aadesh

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PKM123
Participant
Sep 4, 2016 8:29 PM UTC

This is not an answer to the question.  Typical.  I have too need to go back to the start and add a signatory I forgot to include in the email chain.  I have already uploaded 10 docs for signature and was in the process of adding signature blocks and see I forgot one.  How does one add a signatory to an existing document before it is sent out but after the initial Create screen?

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Inspiring
Sep 5, 2016 5:07 AM UTC

Hello Kirk,

As of now, once you have reached the preview page, you cannot go back and modify the recipients. I have taken this as a feedback and will surely pass it on.

Regards,

-Rijul

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