How to edit documents and add signers after sending it?

The Edit Document feature allows users to modify documents that are in the In-Progress state. The sender can add new signers and CC recipients even after the document has been sent. Once editing is complete, signers and CC recipients will be notified accordingly. This ensures that the document remains accurate and up-to-date throughout the signing process.

Follow the steps below to edit an existing document and add new signers and CC recipients:

• On the Dashboard page, expand the Documents menu, and click the My Documents option.
• You will be navigated to the My Documents page. Locate the in-progress document you want to edit and click the context menu.
• Select the Edit document option from the menu.

• Once you click the edit option, a dialog box will be displayed. To proceed with editing, click the Yes button.

• After clicking the Yes button, you will be navigated to the Prepare Document page, where you can edit document details, add new recipients, and include CC recipients.
• Newly added recipients will be marked as New while edited recipients will be marked as Edited.

• In the CC section, you can add recipients who should receive a copy of the document.
  

  

• Once the necessary changes are made, click the Next button to proceed to the Configure fields page.

• On the Configure fields page, you can update the form fields assigned to signers and assign fields to any newly added signers.

• Click Send to finalize the changes. A dialog box will appear displaying the edited document and recipient details.

                      

• Confirm the document changes and click the Send button.
• The document will be updated successfully. New signers will be notified via email to review and sign, while CC recipients will be notified to receive updates regarding the document.