To edit a draft sign request:

1. Go to Sign Requests.
2. Search for and click the sign request you want to edit.
3. Edit documents, participants, fields, forms, and checklists as applicable.
4. Preview your edits.
5. Send the sign request or close the editor and send later.

To edit a sent sign request:

Once a sign request has been sent, it must be cancelled before it can be edited and resent.

1. Go to Sign Requests.
2. Search for the sign request you want to edit.
3. Hover over the ellipsis (three dots) icon appearing next to the sign request.
4. Click “Cancel” and confirm that you understand that the sign request be reverted back to a draft state. Once confirmed, the links sent to participants will be inactivated and anyone who has already signed will have to go through the signing process again.
5. Follow the edit a draft sign request steps outlined above.

To edit and resend a completed or declined sign request:

Once a sign request has been completed or declined, it must be duplicated to make edits. A new draft sign request will be created with the same configurations. The original sign request will be retained in the completed or declined state.

1. Go to Sign Requests.
2. Search for the sign request you want to edit.
3. Hover over the ellipsis (three dots) icon appearing next to the sign request.
4. Click “Duplicate.” This will create a draft of the sign request with the same configurations.
5. Edit documents, participants, fields, forms, and checklists as applicable.