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Hi - I created an Adobe Sign document. Once I had completed the recipients, I went to the next page to capture the fields where people must sign. I then realised that I had left someone out, and so saved the document as a draft. If I select the document from the agreements page and select edit, I cannot add a recipient as the fields are greyed out, which means that I would have to delete the agreement and start from scratch, which is highly annoying. How do I add a recipient to a draft document?
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Once you hit the sned button you cannot anymore receipients. Need to start over.
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No I have the same problem. You HAVE NOT sent the document out for signature only saved a draft and now you want to come back to it because you forgot to add someone before sending out. How do you do that without starting all over again with a new one? THis shoudl be a pretty easy function as it is very common place to add someone after you've placed the other 10 people in the draft for example, adding an 11th person.
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You cannot. Once you hit preview or saved a draft there's only few things you can change.
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Thank you for reaching out.
As Mariahweyne mentioned, you can only change a limited number of things. Once you add the recipient on the Send page, move to Preview and add the signature page; even though you save the document as a draft, you can only change a limited number of options on the Send page.
As mentioned, you forgot to add someone. I am afraid that the option to add a new recipient is not available. You can only replace the recipient on the send page. If the document has already been sent, you can use the steps suggested in the following help document to replace the recipient: https://adobe.ly/4gb7MT8.
However, if you need to add a new recipient, you will need to initiate a new transaction.
Thanks,
Meenakshi