Sometimes, a signer makes a mistake or notices something isn’t right with the document. In these cases, it’s easy to make minor changes and resend documents to signers while the document is In Progress.

Creating Drafts to Resend Documents

To start with, go to the Documents page using the Navigator on the left. Find the document you need to resend and use the checkbox to bring up more options above. Select the More option. Alternatively, you can go straight to the right arrow to bring up all the settings for the document.

In the settings, select Copy as New Document.

In the following prompted window, select the Create a new document option and then click the Duplicate button.

This will generate a new draft of the In Progress document. Click on the draft title. You’ll be redirected to the Editor page again.

Click on the Edit link next to Recipients to change the Roles to the correct signers again.

Make sure that you’re replacing the existing roles in order to transfer the tag assignments to the right signers.

Once you’re finished editing the recipients, click Save. Notice how the tags are automatically assigned to the replaced signer. Make any other changes you need to the tags or tag settings and then click Next to resend documents whenever you need.

Things to Note

• If a document is Completed, it is not advisable to do this. The submitted information will already be appended to the document and cannot be removed. You will need to start a new document in this case.
• If you need to change the uploaded PDF documents, it will remove the tags since the page numbers and placement may not match with a new document. It will be the same process as creating a new document.
• If you’re looking to simply change signers or edit email errors, view our post on Changing Signers here.

Further Readings

Changing Signers as a Recipient

Rejecting a Document as a Signer

Track and Monitor Document Status & Workflow