It happens — we all make mistakes. If you sent an envelope using SkySlope Forms, but missed a signature block on Page 2, or forgot to check the "Accept" box, this guide is for you! In the article below, we will go over how to correct an in-progress Forms envelope, and send the correct envelope back out for signatures!
NOTE: Correcting an in-progress Forms envelope only allows you to make changes to the signature, initial, date (etc.) blocks that are added onto the form. If you need to make a change to the form content itself - such as adding, editing or removing text, adding a form, or removing a form - you will not be able to do that by correcting an envelope. To make any changes specific to the forms themselves, you will need to create a new envelope. Additionally, the Correct Envelope feature is only available for Sent and In Progress envelopes; you cannot make corrections to a Completed or Canceled envelope.
VISUAL GUIDE
STEP-BY-STEP GUIDE
- Open the Forms file that contains the envelope that requires a correction.
- Once you've opened your file, navigate to the Envelopes tab.
- Locate the envelope that needs to be corrected, and then click on the Actions Menu icon (...) to open the menu.
- Select Correct Envelope.
Are you sure? At this point, you will be notified that correcting an envelope requires any completed signers to sign again, and that they will not be able to access the envelope to complete signing until you have completed the correction process and resent the envelope.
If you would like to proceed, click Correct Envelope. - Now you will be taken back to the block placement page where you can prepare your forms for signature. At this point, you can make any necessary changes, such as:
- Change a block's placement.
- Change the signer assigned to a block.
- Add a block.
- Remove a block.
- Add a recipient.
- Remove a recipient. - After you've completed the necessary changes, click Send.
- Finally, you may edit the email's subject line and message, before clicking Send for Signature.
- After the envelope has been resent, your recipients will receive a new invitation to sign the envelope.
If you have any questions about correcting an envelope in SkySlope Forms, don't hesitate to reach out to our 24/7 Support team! Happy SkySloping!
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