This guide explains the actions you can perform on documents you have already sent.
Navigate to the Documents page from the sidebar. Locate the desired document and click the three dots next to it.
- Recall: To cancel a document, select Recall. This will restrict all recipients' access to the document, and they will receive a notification that the document has been recalled.
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Correct: To change recipient data, click Correct. You can update names, emails, phone numbers, permissions, authentication methods, contact methods, or the signing order.
In Edit mode, you can modify or delete existing recipient data as long as they haven’t completed their action, but you cannot change the document itself or add new recipients. -
Document Details: For detailed information, select Document Details. Here you can add or view attributes, see the action history, and track who performed specific actions.
Reminder: If you want to remind a recipient to sign or complete another required action, you can send them a manual reminder. - Organization: Use the available buttons to organize your files: Rename, Move to a Folder, Download, or Delete.
- Create a Copy: If you want to start a new process based on an existing document, click Create a Copy. The system will generate an identical copy where you can modify settings and resend it.
Sending a manual reminder
If a recipient missed the notification, lost the email, or you simply want to remind them to complete the required action, you can send them a reminder manually.
To do this, open the document that is still in progress and click the reminder button next to the relevant recipient.
Bulk Actions
For simultaneous changes, select multiple documents using the checkboxes on the left side of the list. Once selected, use the top panel to: