Editing a Document as an Editor Recipient

Available with: Custom & Enterprise Plans            Role: All Users

1. Editor recipients will receive an invitation email similar to other recipients when they are assigned as an Editor, however, after opening the document and accepting the terms of use, they will be brought to a version of the editor page, rather than the signing page.
   
2. On this page the Editor Recipient can review and make changes to the document package. This includes:
   • Uploading, removing, or replacing files in the package.
   • Adding, removing, reordering, and editing recipients.
     • Cannot remove or modify encrypted stamp recipients.
   • Configuring, removing, or modifying recipient options such as authentication, witnesses, and private messages.
   • Adding, removing, or replacing tags that are on the document.
     Note: Editors are not able to adjust the recipients or document settings.
3.  Once done, click “Finish Editing”, and the document will be sent to the next recipient.

   

Further Readings

Adding an Editor Recipient to an eSign Workflow
Editor Recipient Overview