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Unlocking a document that has been marked "Ready for Signature"

Question

  • I cannot edit my document
  • I accidentally marked my document Ready for Signature and need to make edits 

 


Answer

Marking a document "Ready for Signature" locks the document from edits and activates any Signature Fields in the template.

If you made a mistake, you can “reset” it / “unmark” it by doing the following:

  1. Go to the documents tab on the job
  2. Find the document in question
  3. Click the paper clip icon next to the document
  4. Click “Attach” again

Your document should now be able to be edited again. Once you have completed the edits, the Responsible Editor will need to mark the document as Ready for Signature again.

 

Questions? Contact Us!

 


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