resending form
Monday, June 21, 2021 at 08:09amIf a client makes a mistake on a form and needs to fix a custom field. How do you resend them to allow them to edit and re-sign? We have clicked edit when it comes back for review and hit resend for signature but the client does not get the email, we even tried resending the invitation and when they get that email it does not allow them to make any corrections. It tells them they have completed their transaction and they can't make any changes. Do we need to send the form again from scratch?
Reply to: resending form
Monday, June 21, 2021 at 08:50amHi Alyssa,
The thumb of the rule is, as long as a document has been signed by any recipient, the sender can no longer redesign the fields or signatures. You will have to delete this document, reupload a new form, redesign the fields and signatures, then resend the transaction.
From the technical standpoint, if you have multiple signed documents but only need to edit one spot in one document, you only need to delete and recreate that particular document.
Duo
Reply to: Hi Alyssa, The thumb of…
Monday, June 21, 2021 at 09:05amThere is no way to reject the original form so that they can just fix their mistake? They have to complete the form again?
Thank you for your help!
Reply to: There is no way to reject…
Monday, June 21, 2021 at 09:12amHi Alyssa,
Once a signature has been clicked to sign and confirmed, there's no way to undo it. Hence I believe the only way is to recreate the document and complete the form again.
Duo