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

[prashant_s_g]

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

[AadeshSingh]

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

[PKM123]

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?

[Rijul Raj Khurana]

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

[anniep12866602]

Yes, This is really frustrating. Regularly I click the button and then realise hang on I want to change something - gosh it would be brilliant if we had a back button so we could go back and make the changes we need. It's very frustrating.

The other thing I find frustrating is that when we change the subject/Agreement name it automatically changes the whole body of the message. You'd think we'd learn but it's one of those things that I think Oh I'll just add that word and then bam, all my wonderful work in the message I've just typed is gone. I know a bit like Homer Simpson Doh but would be great if this didn't do this.

Cheers & Thanks

Annie