What do you do if you are working on a singing and realize that you selected the wrong document when you started the process?
First thing- don't panic! There is a simple way to to continue without having to start all over from scratch.
Go to the right side of the signing editor and click the delete icon next to the current document:
Click Delete in the Delete Document confirmation widow:
This completely removes the document from the signing.
Now it's time to add the correct document to the signing.
Go to the right side of the screen and click the Add Document(s) button:
You then have two options:
-
Upload Document(s) lets you upload your own document to the signing.
- Select Template allows you to use a pre-configured document (template) to gather signatures.
After making your selection, you can continue preparing the document to be sent out for signatures.
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