How do I make a correction to a document that has already been sent out for e-signature?

I thought I posted this question this morning but I don't see it in the forum so I'm posting again.  I apologize if it shows up twice.
For example, let's say I have a 40-page document that I need someone to sign. I spend 15 minutes to add all of the "initial here" and "sign here" fields to the Echosign document.
Then I send the document out for signature.
The recipient says, "It looks like you missed a spot where I was supposed to initial on the document."
It seems the only way I know how to fix this now is to:
1. Void the current document
2. Re-import the PDF from my computer into Echosign
3. Spend another 15 minutes inserting all the "initial here" and "sign here" fields.
4. Re-send out the document for him to sign
There must be a better way, right?  Docusign says they have the ability for the document sender to make a correction to an existing document and re-send it out, and there is also a capability for the signer to make corrections to the document (which would be initialed by any other signers later)
Mike

Esign services don't allow for red-lining. The assumption is that final approved documents are used.
So indeed if you spot a mistake which means it voids the contract you indeed cancel the outstanding one and start over.
To avoid re-doing field do one of 2 things:
Upload the document as library template and enable form field layers.
Should you need to start over, upload the document again, but apply the previously created form field layer:
first under the dashboard use the add template to library
check the option for Create as reusable form field layer
upload a document and add fields as needed.
When you upoad the same or similar document, youcan apply the form field layer:
https://helpx.adobe.com/document-cloud/help/reusable-form-field-layer.html
or markup the source document with text tags:
https://helpx.adobe.com/document-cloud/help/adding-esign-services-agreement-fields.html
this means the form fields will already be part of the document prior to uploading to eSign services.

Similar Messages

  • How do I get a refund on Export PDF that has ALREADY been agreed

    On 1/21-1/22 I tried to 'renew' a subscription for Export PDF. By some error (maybe mine - I just dont understand the whole thing) my Bank was immediately charged for two subscriptions, each at a different price. I immediately "chat"ted with several  reps (it was difficult to get onto the chat and find out how to cancel) and was assured that both would be cancelled and refunded. They weren't!
    I waited a week. Was again frustrated by the chat hookup, and tried the 'cloud' retail product tel #, assuming it was wrong but that I could be switched to the correct one. Had a very pleasant chat, was assured that both would be cancelled and refunded, received 2 e-mails confirming the cancellations, each with a seperate "Case #". Felt pretty good! It had only taken me a week of reasonably diligent effort to get a very simple thing done! IT WASN"T DONE! (Yes, I apologize - I know I'm loud - but by now I've got steam coming out of my ears!)
    Today I got an e-mail, telling me that the refund had been processed and the case # would be closed. I looked at my bank, and only one had been refunded! I reviewed all the other e-mails and the notes from the telephone calls and chats to be sure I hadn't misunderstood something. But, no I hadn't. I went to my Adobe on-line and looked up 'my orders' history. Sure enough one had been invoiced and refunded ( the lesser charge of the two) but the other had ONLY BEEN INVOICED - NOT CANCELLED. And it seems that every piece of this transaction generates a new "order" , "case" or some other "reference #" - none of which are tied together, except by the invoice amount, when it is mentioned - which it typically IS NOT.
    My question, then, is : How can I get past this absolute frustration over every aspect of my interaction with Adobe and GET THIS TAKEN CARE OF?????????

    Hi Stacy,
        What frustration? (Just kidding !)
        As I mentioned, one of the two charges has been  refunded. Credited by
    Adobe on Jan 28, I believe I received it in my bank on Jan  30.
        The other charge, $25.37 of order # AD011017507,  has not been received
    by my bank yet. But this can't be that much of a surprise,  and has nothing
    to do with "10 business days" for refunds to post.
        To this minute, "My Orders" on Adobe website shows  that the order #
    AD011017507  was invoiced on January 22, but that no  credit invoice has been
    posted against this order to this moment!
        Can you begin to understand the frustration of  being unable, through
    all attempts to untangle this mess, starting within  one hour of the original
    order, with I believe nine different "Chats",  telephone calls and, finally
    a "problem" posting,  stretching over more  than thirteen days. Of course
    it doesn't make much sense to devote this much  attention to less than $50
    worth of stuff, but I do not let things like this  dangle.
        And can you imagine how loathe I am to deal with  Adobe for fear of
    some real problem?
        At any rate, I would certainly be pleased if you  can suggest a way for
    me to extricate myself from this. Any help would be  GREATLY appreciated!
        Thanks for your time and any trouble,
        Stephen Ellis
        <removed by admin>
    In a message dated 2/3/2014 4:08:59 P.M. Eastern Standard Time, 
    [email protected] writes:
    Re:  How do I get a refund on Export PDF that has ALREADY been agreed 
    created by StacySison (http://forums.adobe.com/people/StacySison)  in 
    Adobe ExportPDF - View the full  discussion
    (http://forums.adobe.com/message/6082008#6082008)

  • How can I verify credit of an itunes card that has already been redeemed?  My Grandson and I both redeemed itune cards on our shared account about the same time. There isn't a credit balance after his purchase?

    How can I verify credit for an itunes card that has already been redeemed?  My Grandson and I both redeemed itune cards on our shared account about the same time. There isn't a credit balance after his purchase?

    Have you checked the account's purchase history to see if anything could have used up the balance : See your purchase history in the iTunes Store - Apple Support ?
    If there aren't any purchases then try logging out and back into the account (e.g. on your iPad tap on your id in Settings > Stores and then log back in) and see if a balance then shows on it. My account's balance shows at the top right of the store's page on my computer's iTunes, by clicking on my name towards the top right of the iTunes screen, and by logging in to view my account via the Store > View Account menu option. On my iPad devices it shows at the bottom of, for example, the Featured tab in the App Store app under my account id (or you can view your account via Settings > Stores and it should show on the screen that you are taken to)

  • How do I save a location to a folder that has already been established

    I want to save a new location to a folder that contains like subjects. How do I accomplish this? In IE you get a drop down list of all current folders from which to choose. I do not see this feature in Firefox

    See:
    *Add Bookmark Here 2: https://addons.mozilla.org/firefox/addon/add-bookmark-here-2/
    * Clicking the star in the location bar will bookmark the page in the "Unsorted Bookmarks" folder and the star turns yellow (blue on Mac) to show that.
    * The "Unsorted Bookmarks" folder shows in the sidebar and the Library, but not in the Bookmarks menu drop down list.
    * Bookmarks > "Bookmark This Page" (Ctrl+D) will bookmark the page in the Bookmarks Menu folder (you need to confirm that).
    * "Bookmark This Page" can be accessed via the right-click context menu of that browser page or by using the keyboard (Alt+B) to open the bookmarks menu.
    * If the URL in the location bar is bookmarked (star at the right end is yellow/blue) then click the highlighted star or use "Bookmark This Page" (Ctrl+D) to edit the properties of the bookmark (name, location) and move it to another folder or remove the bookmark.
    * Click the star at the right end of the location bar once to bookmark the current site and click the highlighted star a second time to open the "Edit This Bookmark" window and move the bookmark to another folder or edit the name.

  • How to Optimize an xml PDF that has already been filled out

    I have created a pdf file in Livecycle and forgot to uncheck embed fonts. I have already sent out the pdf form and Extended Features in Adobe Reader.  I have received over 300 forms back. Is there anyway to reduce the file size with forms already filled out? Are there any work arounds?
    PLEASE HELP!! I appreicate any assistance you can provide.

    Although there is a way to use the Action Wizard to re-import the XML it can be tedious to appropriately rename all the XML files.
    I made a web app that my department uses to batch update all the PDFs that the recipients filled out into the latest version of the PDF.
    I made a standalone version you can use here.
    This application is AS IS. Use at your own risk and expense.
    I'll expect my cheque in the mail ; )
    Kyle

  • HOW TO REVERSE A JOURNAL BATCH THAT HAS ALREADY BEEN REVERSED

    제품 : FIN_GL
    작성날짜 : 2006-05-30
    HOW TO REVERSE A JOURNAL BATCH THAT HAS ALREADY BEEN REVERSED
    ===============================================================
    PURPOSE
    이미 Reverse된 원 Journal을 Reverse전 상태로 돌리고 싶을??
    Explanation
    아래와 같이 원 Journal의 reference를 끊으면 원 상태로 복수시킬수 있다
    Example
    update gl_je_headers
    set accrual_rev_je_header_id = '',
    accrual_rev_period_name = '',
    accrual_rev_status = ''
    where je_header_id = <YOUR JOURNAL ENTRY'S JE_HEADER_ID>
    Reference Documents
    Note 1031929.6

    Hi there,
    Not exactly sure what you wanna do... but here is what I've understood...
    You can remove any old Transport Set in your Portal by going to the Browser Transport Sets within the Builder page over the Administer tab.
    As to import a new Transport Set into the Production server, what I suggest is that you make a valid backup (so that in case you have any problem it is easier to revert back) and later on override it (or if it is a major change, it would be better to drop the Page Group and reimport it clean) or import it clean to your Production server. Validate all things... and that's it.
    I hope it helps...
    Cheers,
    Pedro.

  • How do you pay for apps with credit on your account from an itunes gift card that has already been redreemed and the credit id on the account?

    how do you pay for apps with credit on your account from an itunes gift card that has already been redreemed and the credit id on the account?

    jen19 wrote:
    how do you pay for apps with credit on your account from an itunes gift card that has already been redreemed and the credit id on the account?
    Just buy something.

  • How can I attatch a word document to an email that have already been sent to me in another email?, How can I attatch a word document to an email that have already been sent to me in another email?

    How can I attatch a word document to an email that have already been sent to me in another email?,

    Forward the original E-Mail and tap "Include Attachments".

  • How do I edit and save a word document that has been e-mailed to my ipad

    How do I edit and save a word document that has been e-mailed to my ipad and then re-send

    Use the paid version (install and activate) of Microsoft Word.
    https://itunes.apple.com/sg/app/microsoft-word-for-ipad/id586447913?mt=8

  • How do I get Firefox to prompt me to remember a password for a site that has already been visited?

    How do I get Firefox to prompt me to remember a site password for a site that has already been visited (probably in private mode)?

    Remove site(s) from the Exceptions:
    * Firefox > Preferences > Security: Passwords: Exceptions
    *http://kb.mozillazine.org/Password_Manager
    *http://kb.mozillazine.org/User_name_and_password_not_remembered
    *Saved Password Editor: https://addons.mozilla.org/firefox/addon/saved-password-editor/

  • How do I make comments on a pdf document that was sent to me?

    I have windows XP and Reader 7.0.   Is there a way to enable "edit" so that I can make "comments" on a pdf. document that was sent to me?  withought spending $$$ for pro?

    Thanks Sabian.  It took me a while to figure out that "close Acrobat Reader 7.0" actually meant "delete it".   After loading 10.1.2 I followed the instructions to send my pdf file and Internet Explorer decided to "quit" right in the middle of the process. ??  I'll try to use Chrome to see if that helps.

  • How can my end user password-protect a document that has been digitally signed?

    Hello,
    I have seen some threads that indirectly address parts of this question, but am still left unsure about whether this process can be done - and if it can, I could use your help in understanding it - thank you.
    Two of our end users use digital signatures (certificate-based) in Acrobat 9 Pro to sign documents attesting the accuracy & calibration status of lab equipment for use in a legal environment.  These end users are concerned that their documents could be altered or edited, and asked me if password protection can also be applied to their documents that need to be digitally signed.
    Thank you in advance for your advice.

    isakten wrote:
    Do you apply "Open" password or "Permissions" password or both? If you apply "Permissions" password (with or without the "Open" password) make sure that "Changes Allowed" include Filling in form fields and signing existing signature fields" or "Commenting, filling in form fields and signing existing signature fields". If permissions do not allow you to sign, you cannot sign.
    Be aware of the alert that Acrobat pops up when you apply "Permissions" password that all Adobe products respect permissions that you set but that 3rd-party PDF Viewers may not (and many do not).
    That is exactly what I was missing! I apply only "Permissions" password, but had the "Changes Allowed" drop-down set incorrectly - it was set to "None."  After changing that setting to allow "Filling in form fields and signing existing signature fields," the end user was able to digitally sign the document, her desired goal.
    Thank you so much.

  • How can i make the size of my document that i created smaller so that i can email it easier

    The 5 page document I created and need to send is 1.7MB.  I need it to be 250KB to send using the format requested.  All the info needs to be sent.  How can i shrink the data by such a large amount to enable the document to send?  I am on Windows 7 and using AcrobatXI

    Depending on the content you may be asking for a lot. From within Acrobat the two options to do this are PDF Optimize or Reduce File Size. The location of these options vary among menus based on version. In some versions they are under the File>Save As options (AA XI). The PDF Optimize also has an audit that helps you determine the source of the bloat. If you used WORD to create the PDF, a first step in a smaller file size is to print to the Adobe PDF printer to avoid all the tagging and other markup. Of course, that is a compromise if you had wanted the bookmarks and all.

  • How to 'remove' a Transport set that has already been Imported

    We need to clear out the old transport set and put in an entirely different on for the production go live.
    How do you remove/delete ?
    Thanks!

    Hi there,
    Not exactly sure what you wanna do... but here is what I've understood...
    You can remove any old Transport Set in your Portal by going to the Browser Transport Sets within the Builder page over the Administer tab.
    As to import a new Transport Set into the Production server, what I suggest is that you make a valid backup (so that in case you have any problem it is easier to revert back) and later on override it (or if it is a major change, it would be better to drop the Page Group and reimport it clean) or import it clean to your Production server. Validate all things... and that's it.
    I hope it helps...
    Cheers,
    Pedro.

  • How can I delete an Apple Account someone made using my gmail That has already been verified??

    Someone used my gmail and I accidentally verified it and cannot take my email off of it.
    I reset the password so now I only have access.
    How can I delete this?

    HI,
    Just because and Apple ID email is not verified does not mean the account is not created. (usable may be another matter)
    Are you trying to Login here with the Manage option.
    This will take you to the Apple ID page and tell you if there is an Verified Email as the Apple ID and whether there is a recovery email in use.
    There is a menu on the left to sort any Recovery email and set Security Questions.
    You are most likely to need to verify the Apple ID you were trying to create.
    10:03 pm      Saturday; June 7, 2014
    ​  iMac 2.5Ghz i5 2011 (Mavericks 10.9)
     G4/1GhzDual MDD (Leopard 10.5.8)
     MacBookPro 2Gb (Snow Leopard 10.6.8)
     Mac OS X (10.6.8),
     Couple of iPhones and an iPad

Maybe you are looking for

  • Journal Entry for Service Tax Non-Deductible.

    Dear Experts, I have created an A/P Invoice for a Service item with Service Tax Non-Deductible(100%). For that we got the journal entry as below. Journal Entry Edu. Cess on Service Tax Payable Dr.                   00 HCess on ST Payable Dr.         

  • Sales organization wise data

    i want to find out the  data where users have authorization of plantwise - sales organization wise authorization of transactions like VA and XD01

  • Using FIFO as sql code for assigning indicator to data items

    Hi All, We are looking for a solution based on FIFO algorithm. We have a table having following data: We need to perform FIFO on this table, and assign "object" as data items to other rows based on following conditions: 1. first we have to group the

  • Bapi to create the MIRO

    Hi All I  want to  create MIRO using the purchase order document, can any one please suggest the BAPI with which i can create. Thanks & Regards, Nehaa.

  • Remove completed items in notes

    There seems to be a way to remove completed items in the To Do view through mail, but not in the Notes view under the reminders folder. Any idea how to make that happen? If you don't use the Notes feature to create events, then you are very limited i