Deleting/Replacing/Adding Individual Forms Once an Envelope has Been Sent

Posted about 1 month ago by SkySlope Support

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S
SkySlope Support Admin

Created By Meredith Reidy

Requester

It would be incredibly helpful if agents were able to remove, add, or replace individual forms after an envelope has been sent. Often times, our clients will review the forms while they are out for signature and ask for items to be changed and it would be great to be able keep the same envelope, but just remove/add/replace the specific forms that require modifications.

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S

SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Meredith, 

Tyler from the Product team here at SkySlope. We do have a feature that does allow you to correct an envelope as long as no one has signed yet! If you are using SkySlope Forms here is a how-to guide from our support team

https://support.skyslope.com/hc/en-us/articles/11472269498011-Correct-an-In-Progress-Envelope

If you would like to correct an envelope using DigiSign

https://support.skyslope.com/hc/en-us/articles/360053422371-NEW-DigiSign-Correcting-Envelopes

If you have any questions, please feel free to reach out to our Support team anytime! They can be reached via chat at support.skyslope.com, via email at [email protected], or via phone at 1-800-507-4117. 

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