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My client had started an agreement and filled out majority of the form, only had to sign it and send it back. They were unable to access it, so I resent it with an updated access code. When I resent it to them, the information they filled in was erased and the form was completely blank - forcing them to restart from scratch. Is there a way I can retrieve the field data they inputted earlier? Why was their information deleted when I resent them the agreement? I think it is because I “corrected” the document and inputted a new access code...
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When doing corrections, the only things not safe from getting wiped out are completed/signed sections. So if recipient 1 signs, and recipient 2 gets halfway through and you correct it, the recipient 2 input will be gone but recipient 1’s portion remains unchanged. Not sure if it wipes on re-send or on new code.
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When doing corrections, the only things not safe from getting wiped out are completed/signed sections. So if recipient 1 signs, and recipient 2 gets halfway through and you correct it, the recipient 2 input will be gone but recipient 1’s portion remains unchanged. Not sure if it wipes on re-send or on new code.
Hi Drewcifer! Thank you so much for replying. You are correct! And after doing some additional testing, I realized that the data fields get erased after you create a new access code (since you are “correcting” when creating a new code).
But when you resend without creating a new code, the data fields do not get erased.
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