How do I make a correction to a document that has already been sent out for e-signature?

Question

I thought I posted this question this morning but I don't see it in the forum so I'm posting again. I apologize if it shows up twice.

For example, let's say I have a 40-page document that I need someone to sign. I spend 15 minutes to add all of the "initial here" and "sign here" fields to the Echosign document.

Then I send the document out for signature.

The recipient says, "It looks like you missed a spot where I was supposed to initial on the document."

It seems the only way I know how to fix this now is to:

1. Void the current document

2. Re-import the PDF from my computer into Echosign

3. Spend another 15 minutes inserting all the "initial here" and "sign here" fields.

4. Re-send out the document for him to sign

There must be a better way, right? Docusign says they have the ability for the document sender to make a correction to an existing document and re-send it out, and there is also a capability for the signer to make corrections to the document (which would be initialed by any other signers later)

Mike

SimonATS · Accepted Answer

Esign services don't allow for red-lining. The assumption is that final approved documents are used.

So indeed if you spot a mistake which means it voids the contract you indeed cancel the outstanding one and start over.

To avoid re-doing field do one of 2 things:

Upload the document as library template and enable form field layers.

Should you need to start over, upload the document again, but apply the previously created form field layer:

first under the dashboard use the add template to library

check the option for Create as reusable form field layer

upload a document and add fields as needed.

When you upoad the same or similar document, youcan apply the form field layer:

https://helpx.adobe.com/document-cloud/help/reusable-form-field-layer.html

or markup the source document with text tags:

https://helpx.adobe.com/document-cloud/help/adding-esign-services-agreement-fields.html

this means the form fields will already be part of the document prior to uploading to eSign services.

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