Focus: The focus of this self-help article is to provide steps and information to edit a PandaDoc document via upload after it has been sent.
Please note: Editing a Sent document that the signature or initial fields that have been filled out, this will remove the current signatures or initials. Once a document is sent we seal and encrypt it to ensure the legality of the document allowing no alterations unless you upload a new version. If the new version is uploaded or existing document modified, all parties are notified of that. We also time-stamp each opening of the document by each recipient, which is another reason we don’t allow changing recipient’s email. If you have already sent a document to your client and it has to be edited, there are number of ways you can do this.
Step 1: Access and edit the document. Over on the left, click on “Documents”, click on the document name you wish to edit. Over on the right, you will see an option for “Edit”
- “Rearrange Fields” Using this feature the document will go into “Edit” mode and you can modify the fields. Add/remove or modify them.
- “Upload a new Source File” Using this feature, you will be presented with uploading a new file that will be used as document. You will need to re-setup the fields when you are using this.
Once you have made your “edits”, make sure to add your fields, recipients and send it again.
Step 2: After “Editing” Once you are done editing your document, you will now be given a new option on the right. Click “More..”, then Versions. You can use to download the new document or the existing documents that you originally had uploaded. If you had existing signatures on the previously edited copies for this document, you will be able to find those by downloading the PDF file for that version.