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Edit Pending Envelopes

E-Sign allows you to edit an envelope that has already been sent out for signature capture, but is still awaiting to be signed by the recipient(s).

You can review the status of any envelope within your dashboard, and perform multiple functions:

  • Forward to a new recipient
  • Swap out a documents in the envelope
  • Add attachments or other documents for signing to the envelope

Simply click on your envelope, and select the edit button as show in the image below. You will then be able to make the required changes.

This key feature allows you to correct or amend a pending document, without having to start the signing process from the beginning.

1

Step 1

Simply click on your envelope checkbox

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2

Step 2

and select the edit button as shown in the image below. You will then be able to make the required changes

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