Knowledge Base

How To Make Changes To a Documents Awaiting Signatures


To void a document in an “awaiting” status, hover over the document and click on the three dots, and click on Edit in New. Once you complete that, the document will be duplicated and it would include all the buttons/fields (signature, text, initials, checkmark, and date fields) that you have already created. From here, you can open the document and make the necessary changes in the document and click Submit Document to resubmit the document to the client so the client can sign it.

Now, what you want to do with the previous version of the document is you want to hover over that document > click on the three dots > click Void Document so that your client does not get confused about which one to sign.

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Updated on April 28, 2022