Correcting a document in Digisign

Posted about 2 months ago by SkySlope Support

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SkySlope Support Admin

Created By Karen Cloninger

Requester

Is there a way to add a correct button to an envelope? Downloading and Uploading documents again to correct an envelope is wasting time as an agent when a document is time sensitive. The training videos in DigiSign to correct a document do not help with the way our system is set up. It may be the company we are with and how it was designed for them. It looks different and cannot be followed. Thank you for your attention to this matter.

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2 Comments

SkySlope Support posted about 2 months ago Admin

Created By Prod Squad

Agent

Hey SkySlopers!

Great news - correct an envelope is now available in Forms! Click here under the "Envelopes" tab to correct a DigiSign envelope you have sent in Forms.

This will navigate you to the DigiSign editing screen. Please note, as we improve upon this feature, the following are unable to be adjusted using "Correct Envelope:"

Add/Remove a form
Adjusting content of a form

Have a great day and happy SkySloping!

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SkySlope Support posted about 2 months ago Admin

Created By Prod Squad

Agent

Hi Karen!

Kallie from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! I've documented your request and also have a couple of questions for you:

Can you confirm you are using DigiSign within your Forms account when you're trying to correct the envelope?
How frequently is this error occurring in your work flow?

Thanks again and have a great day!

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