How to edit the BulkSend document?

BoldSign allows you to edit the BulkSend documents after they have been sent. 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 Bulk Send menu and click the My Bulk Send option.
• You will be navigated to the My BulkSend page. Select the bulk send entry you want to edit.
• Then, choose the recipient whose details you wish to update and click the context menu (three dots) at the right corner of the in-progress document.
• Then, select the Edit document option from the menu.

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

• 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 and click the Send button.
• If you want to cancel the document editing process, click the Exit edit mode button.

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

• Confirm 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.

• 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.

• 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.

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.
• 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.