Adding Forms during “prepare signature”

Thank you so much for your thoughtful reply Shannon! We will keep this thread updated with any changes.

Thanks again,

Charleigh, Product Operations

Hello! 

The need to correct an envelope arises when we need to edit a contract term. The most common changes I see requested are: changing COE date, changing client name, editing the response time, changing which appliances are included, etc. 

Another common request is to include a new doc in the signing, most often the prequalification form that was received AFTER we already had the contract out for signature. 

In TransactionDesk, when you edit the form it applies the signing template to the doc all over again. So if I delete pre-populated signing fields, they will show up again. Example for Arizona docs: our contract has two initial spots for lead based paint, you choose ONE spot to initial in based on the age of the home. The pre-populated signing template in ALL platforms I've used (Skyslope, TransactionDesk, Zipforms) will have the initials set up in both spots. So part of my job in sending the form out for signature is to scroll through and delete the extra initial, so that only one of those initial spots is filled in. 

In TransactionDesk, if I edit some terms on the contract and then edit the signing, swapping out the new version of the contract for the old one, the signing template will populate both of those lead-based paint initial spots again. I will have to delete the extra initial spot by hand a second time. 

In DocuSign, if I swapped out an old contract for a new one, I received a warning telling me that the auto-populating template was no longer being used... In effect, they replaced the auto-populating signing fields template with the signing fields that were in place on the doc when I made the switch. So if I deleted the extra lead-based initial spot on my original signing, then swapped out the contract doc for a new contract doc, the deleted initial spot would still be deleted.  I don't quite remember the verbiage from the warning, but it was essentially something like "Your signing fields and documents are now linked and you can't apply a new signing field template going forward." So, to answer your question, Docusign retained signing template changes while TransactionDesk did not. 

Hope this info helps! 

Hi Shannon,

Charleigh from the Product team here at SkySlope. Thank you for reaching out! We have a couple of questions for you.

• What other corrections do you find yourself making when correcting envelopes? Are there contact changes, additional Forms to add, or anything else that comes to mind?
• What changes occur most frequently?
• When making corrections to a form in DocuSign, do changes you'd already made in DocuSign save? For example, if you placed an extra initial space, would it retain throughout the process of correcting a form's text content?

Your answers will help our product management team to tackle this topic. Would you be willing to speak more via email or zoom if we had additional questions?

Thanks again and have a great day!

Hey there! This really is a huge deal. I have used ESign, Zipforms, Docusign, Brokermint, and TransactionDesk. All of those platforms allow you to add in new forms to be signed once you're in the "envelope" stage. Hell, they even let you swap out forms AFTER you've sent the forms for signature! So if you set up the entire signing, hit send, and then they want to change the purchase price.... well you can just swap out the contract. All the other docs, all the other signing fields... Everything remains as it was. 

In Skyslope, once you have your forms out for signature, making a simple change like updating purchase price is a whole ordeal. You literally have to redo the entire signing. 

Please make this update ASAP. 

Hi Margaret, 

Tyler from the Product team here at SkySlope. You do have the ability to go back and edit an envelope using our "correct envelope" feature! As long as none of the parties have signed you can select "correct envelope" from the action menu. Here is an article our support team created outlining this feature. https://support.skyslope.com/hc/en-us/articles/11472269498011-Correct-an-In-Progress-Envelope

Thank you!

Yes this is a highly needed update and on that note the ability to edit text fields or go back and edit them without losing the envelope! 

Hi Heather!

Charleigh from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! I've documented your request and we'll also monitor this post for upvotes and comments. May we reach out to you directly if we have any questions?

Thanks again and have a great day!