Making Changes to Forms Once Envelope Has Been Started

Posted 29 days ago by SkySlope Support

Post a topic
S
SkySlope Support Admin

Created By Katie Sengstake

Requester

Hi,

It would be a HUGE time saver if SkySlopes/DigiSign allowed us to make changes/corrections to forms after an envelope has been created without losing all of the place holders for signatures.  Not every form that we are sending is an auto-populated form with signature fields automatically popping up.  Often times we are uploading forms not generated by ourself within SkySlope.  We then go through and add signature/initial/date fields.  But if we realize something needs to be corrected (as we're going through the forms and putting in the signature/initials), we need to start over.  DocuSign allows you to save the envelope (which includes saving where you've manually put signature/initial/date fields) retrieve and replace documents with corrected versions or even add a missing document, without losing any of the manual signature fields you've put in.  It's a huge time saver. I can't tell you how many times I realize, only after going through and ensuring signatures are in the right spot, that I've forgotten just one form, or I've caught a typo in this final review prior to sending.  OR, what also happens a lot is that the forms are sent out and a client wants to make a change....with DocuSign, you could just copy the envelope that was sent and replace the corrected document, saving all of the time of manually placing signatures/initials where needed. 

0 Votes


16 Comments

Sorted by
S

SkySlope Support posted 29 days ago Admin

Created By Prod Squad

Agent

Hi Katie!

Charleigh from the Product team here at SkySlope. Thank you so much for taking the time to leave this feedback. Being able to edit forms once an envelope has been sent is a great idea. Would you be open to speaking with our team about this more in the future? In the meantime, I've documented your request and we will monitor this post for upvotes and comments!

Thank you!

0 Votes

Login or Sign up to post a comment