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Modify an agreement initiated from a workflow

New Here ,
Jul 28, 2021 Jul 28, 2021

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I'm considering moving from DocuSign to Adobe Sign and need the ability to correct mistakes after an agreement has been sent.  In DocuSign, I can do a "Copy with field data" which creates a new agreement populated with the field data from an existing agreement.

 

According to the following page, I can use Adobe Sign's "Modify Agreement" option to update an existing agreement that hasn't been signed, approved or initiated from a custom workflow.

https://helpx.adobe.com/ca/sign/using/modify-document-sent-for-signature.html

 

Since the ability to modify an agreement does not work with agreements initiated from a custom workflow, how do we avoid having to retype all the field data into a new agreement?

TOPICS
Adobe Sign forms , Manage documents , Send documents , Workflow designer

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Community Beginner ,
Feb 05, 2023 Feb 05, 2023

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Doesn't look like Adobe Sign offers this facility to allow the form filler to modify the field data. In our scenario we would like our form submitters to be able to make amendments to their form when a reviewers rejects the form, but it is not supported as per Adobe Support.

I haven't seen a "Copy with field data" option in Adobe. There is an option to Download Form Field Data in CSV format but then you can't import it back again a document. The submitter will have to retype all the fields again.

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