eZsign Tutorial for Agents: Editing or Deleting a Partially Signed Document

Editing or Deleting a Partially Signed Document

Here’s how to do it in eZsign:

Editing a Partially Signed Document

• From the main menu, select eZsign Folders. Then, in the Step section, choose the filter Partially Signed.

• Next, select the desired partially signed folder.

As you can see in this example, John Doe has already signed the document, but Jane Doe has not yet signed.

• To edit a document that already has signatures, you’ll need to click on the three vertical dots, then select the option Edit Document Fields.

This message will appear:

• If you want to edit the document, click Yes, edit the document fields.

• The document will return to the Pending Sending step. You can then resend the document by clicking Send Folder.

Deleting a Partially Signed Document

It is not possible to directly delete a document that contains signatures. You will need to return it to the Pending Sending step before deleting it.

• From your partially signed folder, you will first need to click on the three vertical dots, then select the option Edit Document Fields.

• Click on Save and close.

• The document will return to the Pending Sending step.

• You can click on the three vertical dots to the right of the document, then select Delete Document.