How to edit the behalf documents?

The Edit Document feature allows users to modify behalf documents that are in the In-Progress state. The sender can add new files, form fields, signers, and more, even after the document has been sent.

Follow the steps below to edit the behalf document:

• Expand the Documents menu and click the Behalf Documents option.

• You will be navigated to the Behalf documents page. Select the in-progress document that you want to edit to be navigated to the ‘documents overview page.’
• Click on More Actions to expand the dropdown menu, then select the Edit Document option

• 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.

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

• On the Configure Fields page, you can modify the form fields, click the Send button to proceed, or click the Exit edit mode button to cancel the document editing process.

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

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