How to edit A Docusign Document
DocuSign Tip - How to Make Edits to a Previously Signed Form
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hey guys this is Lea with Scotland
marketing and in today's video I'm going
to show you how you can edit a
previously signed document in DocuSign
okay so on this side tip we will assume
that your document has already been
signed so I am in my DocuSign room and
if you're not familiar on how to get to
DocuSign that is real estate DocuSign
comm so the first part of my URL here at
the top so again that's real estate
DocuSign comm and once you're in your
DocuSign room here so it shows right
here that I have this document already
signed so you'll see this nice little
icon confirming this one weapon has been
signed and to the right of it I see my
original document okay so this is the
original form that I pulled in my
DocuSign room if I open that up it does
not have any signatures but it is the
editable version meaning if I can click
on that I will be able to type in the
form right away okay so see this is the
editable version of the form however you
can see that is not signed okay however
if I were to click on the signed copy of
the form I can see that is not editable
okay so there's a signature for my
seller for my client so it is not an
editable form because it has already
been signed okay so long with that I
also have this certification that gets
added to my DocuSign room once a form is
signed and that will show any
confirmation of the signing and the
timestamp and the IP address that was
signed from can show that that was
legally signed correctly okay so if you
need to go about editing a document once
it's already been signed how you would
do that is we'll go ahead go ahead and
pull up the sign to version of the
document so where we have signed right
here we'll go ahead and pull up that
document right because we don't want to
raise any signatures we just want to
make edits to a previously signed
document in this example okay so from
what we'll do from here again I can't
just click to start editing that I'll
need to come up to the document actions
by clicking on the icon that kind of
looks like a sheet of paper with the top
corner folded in
click on that on the top right and
you'll want to go this DocuSign option
okay a lot of times when you see that
pin pay your pencil that means to edit
so you can think of that so we'll click
on DocuSign to edit this further and
that will take us on over to the
envelope section okay so in order to
make any changes to this document right
since it's already been signed your
clients would have to sign for any
changes so with that being said I do
need to add a recipient so all these
items here are optional right so the
envelope name is already here but let's
say I want to put in here so updated
listing agreement let's say so I know
when I look back in my envelope so this
is the one I send out to get signatures
for the edited options for the items I
edited or updated on the sign form so
when I come on down I see the document
that I'll be sending off I have to add
recipients so we'll have to go ahead and
click add recipients here and go to room
participants in this case or you can add
them by email address so say room
participants I'll go ahead and add in my
client here okay that this is who has
already signed the form and I'll need
that client to sign for any changes I
make ok so now I've added in the
recipient you can go ahead if you would
like to this is optional but you can go
ahead and enter a message that says
please sign for the changes made to the
listing agreement that we discussed on
the phone let me know if you have any
questions or so forth okay so you can go
ahead and add in that message here if
you'd like to that is optional and then
click Next on the top right and this is
where the editing portion comes in okay
so that will pull up the form again
alright so now if I scroll down I do see
this thing there sure I like to always
double check that the signatures are
always there okay so you'll notice again
I cannot just click to start typing in
the document right so let's say I need
to change my class
it's Dane that was put in incorrectly
where if they're changing let's say if I
put in the street address wrong let's go
with that all right so what I can do is
I can mark this out and I would do that
by clicking on the mark up tool option
on the side left here so it looks like a
little pencil the left hand side will
click on the line option to go ahead and
click and cross that out
and you can always click on the dots on
each side here to expand that or move
that line around if needed and now I
want to go up to the standard field so
let's switch on back to the standard
fields so it kind of looks like a text
box on the very top left of this menu
it'll give you a bunch of options here
of items that you can add so let's say I
want to add in text so if I click on the
text option and then move my mouse where
I'd like to drop that text I can click
to drop it it's a pretty small text box
so I can always hold down on the dots on
the corners to expand that okay now if
it is solid like this that doesn't mean
it's a required field okay so we can go
ahead and uncheck required field on the
top right to make that a clear text box
I can double click here or I can add
text on the right-hand side here for the
correct address so let's say I want to
actually be one two three Main Street
okay but since I made changes to that I
will need to make I will need to initial
any changes I make to a signed form okay
so on the left hand side I'll go ahead
and come up to the initial option then
click that I'll move my mouse and drop
that wherever I'd like it to be on the
form so that I can be signed there now
if you have more than one client that is
in this DocuSign room and both clients
need to sign this change okay just a
quick note make sure you change so
you'll notice on the top I have my
client here I have that yellow dot which
corresponds to all these fields if I had
a second client in the Stocki sign room
and they would have a separate color dot
assigned to them so you can select that
clients name from this list you'll need
to drop a second initial box for that
second client if that applies okay
so again now we have that initial box we
have that change mate okay and still
we're retaining the signature on the
bottom and now all I need to do is click
on send it will send on over to the
client so they can sign it for that new
change and Vaugh you are done that is
how you can edit and make changes to
already signed documents within DocuSign
alright guys so if you have any
questions at all on this please feel
free to email us at support at scott
lavoro marketing comm we'd be more than
happy to walk you through this have a
great rest of your day
take care guys
