Edit sent documents
Once a document is sent we seal and encrypt it to ensure the legality of the document allowing no alterations unless you create a new version.
On a sent document, you can change auto expiration, renewal, auto reminder, and PDF attachment settings.
If you do need to change document content after the document has been sent, you would need to "Edit" the document and resend it for the recipient to get the latest, updated version.
Click here to learn how to edit document recipients after the document has been sent.
Warning
If you edit a sent document, all signature and initials fields filled out by recipients will be erased to protect the signer from having signed an altered document. Your document will be pushed into the Draft status and you will have to resend it. We can't retrieve a completed document that was edited.Edit a sent document
Open the document, in the top right, click Actions > Edit document, and confirm you wish to edit the document.
Make changes to the document that you need and once ready, send it out again. After you have resent the document, the recipient will get a new notification email with the latest document version.
Recipient's view
If you are in the middle of editing a previously sent document, and your recipient opens the document, they will get this message "This document is in progress".
After you've resent the document, the recipient will get a new notification email with the latest document version.