Edit In-Progress Documents in BoldSign

Managing e-signature workflows can be challenging, especially when adjustments are needed after a document has been sent. BoldSign has a new feature that lets users edit in-progress documents. It allows them to update signer details, adjust form fields, and correct mistakes without starting over. This not only saves time but also improves accuracy, keeping the signing process seamless. Whether you need to add new recipients or update critical information, this feature makes it easy to adapt to changing requirements.

How to make changes to an in-progress document in BoldSign

1. Log in to your BoldSign account.
2. Expand the Documents menu and choose My Documents to view a list of all your documents.
   
3. Locate the document you wish to edit and click on the context menu (three dots). From the options, select Edit document.
   

Alternatively, you can access the editing option by clicking on the document to navigate to its overview page. Then, click More actions and select Edit document.


4. A prompt will appear with a warning message. Click Yes to confirm and proceed with editing the document.
   
5. You will be redirected to the Prepare Documents for Signing page, where you can make various changes:
   • You can edit recipient details by updating names or email addresses. An Edited label will appear next to any modified recipient for clarity.
   • You can add new recipients or CC recipients. Newly added recipients will be marked with a New label for easy identification.
     
   • Additionally, you can adjust document settings, such as automated reminders, document tags, or the document expiration date. These changes will be clearly visible, ensuring all updates are easily tracked.
     
6. Click Next to proceed to the Configure fields page. Here, you’ll see the document with fields assigned to all previous signers:
   • If a recipient has been updated, their fields will automatically transfer to the new details.
   • For new recipients, you can assign relevant fields, such as text boxes or signature fields.
   • If adjustments are needed for form fields, you can easily update them by accessing their settings. Note, though, that if a recipient has already signed the document, their fields cannot be edited.
     
7. After making your changes, click Send to save them and continue the signing process.
8. A dialog box will appear displaying the edited details of the document and recipient. Confirm the document changes and click Send to finalize the process.
   

Restrictions to keep in mind

This feature offers great flexibility while maintaining strict safeguards to ensure document integrity and security. So, there are limitations to keep in mind:

1. Document Title: The title of a document cannot be changed.
2. Brand Details: Brand-related information, such as the logo, cannot be modified.
3. Team Admins: Team admins cannot edit documents that belong to their team. Only the sender who initiated the signature request has permission to make edits.
4. On-Behalf-Of Documents: Documents created with the “On Behalf Of” designation are not eligible for editing.
5. Bulk Link Documents: Documents linked via bulk links cannot be edited after they have been created.
6. Document Status: Documents with Completed, Declined, Revoked, or Expired statuses cannot be edited.
7. Signing Order: The signing order cannot be modified.
8. Form Fields (Label and Hyperlink): Form fields such as labels and hyperlinks cannot be modified if one of the signers has already signed the document.

Document integrity and security while editing

Audit Trail Recording: All changes made during the editing process are meticulously recorded in the audit trail, ensuring transparency and compliance. This allows necessary adjustments to be made while maintaining the document’s integrity.

Signer Access During Editing: If a document is in edit mode and a signer attempts to access it, a dialog box will appear with the message, “Document currently being edited.” The signer will not be able to access the document until the editing process is complete.

Conclusion

This new editing feature in BoldSign makes managing the e-signature process easy and efficient. You can update recipient details or fields without starting over, saving time.

Start using BoldSign today by signing up for a free trial to explore its features. If you require assistance or wish to explore our services further, consider scheduling a demo or reaching out to our dedicated support team through our support portal.

Rowan Sam Kerongo Makori

Technical Assistant

Rowan contributes to the BoldSign blogs and helps the articles team. He is passionate about writing high-quality and informative content. His interests include reading books, writing, and exploring.