If you need to make changes to a document after it's been sent for signature, you have two options: Copy or Amend. Here’s a breakdown to help you decide which method fits your needs:
Copy
This option restores the document to its state before e-signatures were requested, allowing you to edit any fields and send it out for signatures again.
- When to use it: You made a mistake in the document and need to fix it.
- What happens: All previous signatures are removed, and the document becomes fully editable.
Amend
This option flattens the document into an image, locking all the existing fields and signatures in place. You can only add new elements, such as additional text boxes, strikethroughs, initials, or signatures, on top of the existing content.
- When to use it: You need to add or adjust something minor, like a new initial, without restarting the signature process for everyone.
- What happens: Existing signatures and fields remain intact and cannot be altered or removed.
How to Copy or Amend a Document
Navigate to the Document
Go to the Documents tab of the transaction, locate the document, and click Operations on the right-hand side.Choose Your Action
Select either Copy or Amend based on your needs.Optional: Archive the Original
Check the box for Archive Original Document on Copy if you'd like to automatically move the original document to the archive, leaving only the new version in the Documents tab.Submit the Change
Click Submit at the bottom of the screen. The updated document will appear at the top of the page, prefixed with "Copy of."Rename the Document (Optional)
If needed, rename the new document by selecting Operations → Rename.
