Manage documents

After you add a document to a document group, you can edit its details, send it to recipients for e-signature, track its status, and download signed copies.

Edit a document

1. Go to Documents > Document Management.

2. Select the document group that contains the document.

3. In the Documents panel, find the document you want to edit.

4. Click the menu ⋮ > Document Details.

5. Optional. Update the fields as needed (refer to add a document for a description of available fields).

6. Optional. To update the document with a newer version:

   1. Click Delete on the document.

      

   2. Click Browse files and upload the document you want to replace.

7. Click Continue.

8. Preview the document and click Save & Continue.

Send a document

Sending a document delivers a personalized copy to each selected recipient for e-signature via Adobe Sign. Placeholder fields in the template are replaced with each recipient's data based on the merge entities you selected.

1. Go to Documents > Document Management.

2. Select the document group that contains the document.

3. In the Documents panel, select the document.

4. In the Document Recipients grid, select the checkboxes next to the recipients you want to send the document to.

5. Click Send Documents or click menu ⋮ > Send Documents.

   

6. In the Send & Expiration Date window, set the expiration date for the signing link. The expiration date must be at least one day in the future.

   

7. Click Continue.

8. Click on a recipient to preview the document. To remove a recipient before sending, deselect their checkbox in this step.

9. Click Send Documents.

Note

After you click Send Documents, a Sending… indicator appears on each affected recipient's row while documents are being processed. The PDF preview is cached after the first render, so subsequent previews open faster.

Track document status

After you send a document, the status updates automatically based on recipient activity. The following statuses are available:

Download a signed document

Review and download documents that have been signed.

Note

Signed documents are retained for seven years.

1. In the recipients grid, find the recipient with a Signed status.

2. Click the menu ⋮ next to the recipient.

3. Select View Signed Document.

Download document template

To review a document, you can download the template that was previously uploaded.

1. Open a document group.

2. In the list of documents, click the menu ⋮ next to the desired document.

3. Click Download.