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Participant
November 9, 2015
Question

how do you change or edit a document that has been sent out for signature, without having to delete and re-upload it?

  • November 9, 2015
  • 2 replies
  • 1159 views

how do you change or edit a document that has been sent out for signature, without having to delete and re-upload it? or is there a way for the person signing on the other side to cross off, mark up, or make side notes on the doc?

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2 replies

susans47166840
Participant
November 16, 2015

I need to do this, too. I hope they answer soon!

Anubha Goel
Participating Frequently
November 9, 2015

Hi carolinar36081340,

If the document is out for signature, then it won't be possible to edit the same document.

You will need to make changes in the document and then upload it again.

Regards,

Anubha

Participant
November 10, 2015

But the new feature update says this:

Powerful new capabilities for Senders

• New send agreement experience—Give senders more control over the signing process with a new, easy-to-use Send experience.

• Hybrid routing order—Get documents signed or approved in exactly the right order—let senders specify sequential or parallel routing—or use a mixture of the two.

• Delegator role—Easily route documents when the signer’s email is not known or an intermediary is needed— require participant to delegate signing to another person.

• On-the-fly document correction—Save time when the wrong document gets accidentally sent—let senders fix a signing request without cancelling and starting over.

So what does On-the-fly document correction really mean then?

Participant
November 10, 2015

this is exactly what I am looking for.... how do I get this? do I have to manually update or upgrade my service? or is this automatic with my subscription?