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How to edit an existing document?

Published:
3 mins read

The Edit Document feature allows users to modify documents in the In-Progress state. Sender can add new files, form fields, signers and more, even after sending the document. Once the editing is complete, signers will be notified accordingly. This feature ensures that documents can be kept up-to-date and accurate throughout the signing process.

Follow the steps below to edit an existing document:

  • Expand the Documents menu and click the My Documents option.
  • You will be navigated to the My documents page. Click the Context menu at the right corner of the in-progress document that you want to edit.
  • Then, select the Edit document option from the menu.

edit existing document

  • You can also choose the Edit document option from the More actions menu on the Overview page.

Overview page

  • Once you click the edit option, a dialog box will be displayed. To proceed with editing, click the Yes button. If you decide not to edit, click the Cancel button.

Confirmation dialog box

  • When you click the Yes button, you will be taken to the Prepare document page, where you can edit details such as the file, recipient information, CC details, and document settings.
  • Newly added recipients will be marked as New while recipients who have been edited will be marked as Edited.
  • Once the required changes are made, click the Next button to proceed to the Configure fields page.

editing recipients details

  • On the Configure fields page, you can modify the form fields and click the Send button.
  • If you want to cancel the document editing process, click the Exit edit mode button.

editing configure fields page

  • When you click the Send button, a dialog box will appear displaying the edited details of the document and recipient.

confirm document changes

  • Confirm the document changes and click the Send button.
  • On the other hand, if any signer has already signed the document, editing the signed recipient details and the uploaded documents will be restricted. However, you can still add new recipients or edit details for recipients who have not yet signed.
  • After making the necessary changes, click Next to move to the Configure fields page.

signed document editing

  • On the Configure fields page, you can modify the form fields except those that have been assigned to signed users.
  • Once you’ve made the required changes, click the Send button to send the document.

configure fields page

  • The document has now been successfully edited, and you can view all related activities in the Document History section on the Overview page.

document history

  • If a document is in edit mode and a signer attempts to access it, a dialog box will appear with the message ‘Document currently being edited.’ The signer will be unable to access the document until editing is complete.

access denied

  • If the signer has an account, the document will be automatically moved to the “Need attention” status. This status will remain until the editing process is fully completed.

needs attention

Common restrictions

  • The document title cannot be changed while editing the document.
  • Brand details cannot be changed while editing the document.
  • Team admins do not have permission to edit their team documents; only the sender has permission to edit the document.
  • On Behalf Of documents are not eligible for editing.
  • Bulk Link documents cannot be edited.
  • Documents in Completed, Declined, Revoked, or Expired status are not eligible for editing.
  • The signing order cannot be changed while editing the document.
  • Label and hyperlink common form fields cannot be used if any signers have completed their signing process.

We have also published a video tutorial on this topic. Check out the video below:

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