michaelm10950277

New Participant

Answered

Editing a message before a document is sent for signature

Forum|Forum|8 years ago
February 2, 2017
1 reply
1429 views

I wish to edit my message, the Edit button takes me to the PDF and is not helpful.

Cc: charlene.XXX@XXXX.org
Date: ‎02‎/‎02‎/‎2017‎ ‎12‎:‎25‎ ‎PM

Status: Draft

Message: Please review and complete UCD GME Invoice Feb 2017. thx , Michael XXX

Is it possible to edit the message (in blue above) or do I need to cancel and start over?

Thx

Michael

Questions Need Help

Correct answer AadeshSingh

Hi michaelm10950277,

You can edit the message while sending the document from the Send page.

Regards,

Aadesh

Community Manager

Correct answer

Community Manager

Hi michaelm10950277,

You can edit the message while sending the document from the Send page.

Regards,

Aadesh

New Participant

I don't believe that this is correct. It does not appear that you can go back to the "Send" screen once you have a message in Draft format and want to edit it. At least it is not intuitive how to do this. This is very frustrating!

Community Manager

Community Manager

Hi Daleohill,

Sorry for the delay in response.

Once you are on the "Preview" page, there is no option to go to "Send" page for making changes.

You will have to start a new transaction for that. This is an as designed behavior.

Regards,

Meenakshi