Document has been sent out for signature but the customer hasn't signed yet and I need to make a change. There's no clear way to do this when I try to access the document.
How do you edit a document after it's been sent for signature?
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- Go to the Manage tab at the top of the screen
- Click on your Sent folder in the left side
- Find the envelope in your list
- Click the Arrow on the action button at the right end of the row and select Correct from the dropdown
- Make any changes needed (recipients, documents, fields, etc.)
- Click the CORRECT button to save the changes (you may need to click the NEXT button first if you're still on the page where you manage documents and recipients).
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