How to edit a sent document in the mobile app?

The Edit Document feature in the BoldSign mobile app allows senders to modify a document after it has been sent, as long as the signing process has not been completed by all recipients. You can update documents, recipients, form fields, and document settings without creating a new document.

Once your changes are complete, review the modifications and send the updated document to the recipients.

Steps to edit a sent document

Follow the steps below to edit a document that has already been sent:

• Open the My Documents section.
• Select the In Progress document that you want to edit.
• Tap More Options.
• Select Edit document.

• In the confirmation dialog, tap Yes.

• The document opens in Edit Mode, where you can update document details, recipients, form fields, and settings.

What can you modify?

While editing a document, you can:

• Add new documents.
• Replace existing documents.
• Reorder documents and pages.
• Add new recipients.
• Update recipient details, such as name, email address and signing order.
• Modify document and recipient settings.
• Add, edit, or remove form fields.

Review changes before sending

• After making the required changes, tap Send on the Configure Fields screen.
• The Review Changes screen displays all document and recipient modifications.
• Review the changes by switching between the Documents and Recipients tabs.

Documents tab

Recipients tab

• Verify the updates and tap Send.
• The document is updated, and all changes are recorded in Document History.

How to cancel document editing changes?

• Tap the Exit icon in the Edit Mode header.

• Confirm the action when prompted.

The document exits Edit Mode, and any unsaved changes are discarded.

Restrictions

The following restrictions apply when editing a document:

• Documents with the Completed, Declined, Revoked, or Expired status cannot be edited.
• The document title cannot be changed.
• The Upload Documents option is unavailable if one or more recipients have already signed the document.

• Recipient details cannot be modified for recipients who have already signed.
• The signing order cannot be changed.

• Form fields assigned to recipients who have already signed cannot be reassigned.

• Form fields associated with signed recipients cannot be resized.

• Label and Hyperlink common form fields cannot be added if any recipient has already completed signing.
• Only the original sender can edit the document.

What happens while a document is being edited?

• Recipients attempting to access the document will see the message “Document currently being edited.”

• Recipients cannot view or sign the document until editing is completed and the updated document is sent.
• The document remains in the Need Attention status until the sender finishes editing and resends it.