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Conga Support

Editing and Discarding an Envelope Prior to Submission

When the Document Package Wizard or the eSignature Package Wizard is run from a Contract Profile, a document package is created in the Profile, allowing one or more of the documents stored in the Profile to be used in the electronic signing ceremony.  However, only the eSignature Package Wizard creates an "envelope," which is an email message that contains the contract that is to be signed electronically, and is routed to signatories and other recipients in a pre-defined order.  Prior to submitting the envelope for eSignature, several types of changes can be made to the envelope in DocuSign.

  Currently, Novatus does not support editing an envelope in Adobe Sign.

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Editing the Message

You can easily edit the subject line of the email message (envelope), as well as the default message sent to signatories and those copied on the electronic signing process.

1.  In the Contract Profile screen, click the Document Pkgs link.

2.  In the Document Packages browse screen, click the Current tab.

3.  Locate the envelope whose message you want to edit, and click its Icon Envelope.png icon.

4.  In the eSignature Portal, click OTHER ACTIONS, and select Edit Message.

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5.  In the Message to All Recipients window, edit the text message by clicking in the field and typing over the existing text.  To edit the subject line for the message, click in the field and type over the existing text.

  • (Optional) Select the Custom email and language for each recipient check box to create a customized email message for each signatory and recipient. 

6.  Click Done.

Editing Recipients

You can add and edit the signatories and recipients for an envelope, change the signing order on the contract document, and update the role an individual plays in the electronic signing process.  You can also send a private message to one of the signatories or recipients, and add access authorization for a recipient.

1.  In the Contract Profile screen, click the Document Pkgs link.

2.  In the Document Packages browse screen, click the Current tab.

3.  Locate the package whose recipients you want to edit, and click its Icon Envelope.png.

4.  In the eSignature Portal, click OTHER ACTIONS, and select Edit Recipients.

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5.  In the Edit Recipients window, you can:

  • Change the order in which signatories sign the document - select the Set signing order check box, and edit the number associated with each signatory.
  • Replace a signatory or recipient - click their Icon Emails.png icon.  In the Contacts window, select the check box for the person who is the new signer or recipient. Click ADD SELECTED.
  • Change the role of a signatory or recipient - make a different selection in the list that defaults to the NEEDS TO SIGN option.
    • Specify Recipients - recipient can fill in the name and email address of the role recipients who are at their same position or later in the document signing order.
    • Update Recipients - recipient can edit recipient details for any remaining recipients in the document signing order.
    • Allow to Edit - recipient can make recipient and document changes to an In Process document. This recipient must have a valid DocuSign account.
  • Add a signatory or recipient to the envelope - click Icon Add Recipient.png.  Enter their name and email address, and then select their role in the eSignature process using the list that defaults to the NEEDS TO SIGN option. Make a selection in the MORE list to add a private message or add access authentication.
    • Click the ADD FROM CONTACTS link if the new signer or recipient is in the Address Book. In the Contacts window, select the check box for the person who is the new signer or recipient. Click ADD SELECTED.
  • Add additional options for a signatory or recipient - make a selection in the MORE list.
    • Add a private message - displays a Private Message field to enter a message that is only viewable by the signatory or recipient.  Click Done.
    • Add access authentication - displays Select access authentication fields.  Enter the access code, click + ADD AUTHENTICATION, and click Done.

6.  Click Done.

Editing Documents

You can view the document that is being sent for eSignature, add a document to the electronic signing process, replace or rename a document in the envelope, or delete a document from the envelope. 

1.  In the Contract Profile screen, click the Document Pkgs link.

2.  In the Document Packages browse screen, click the Current tab.

3.  Locate the package whose recipients you want to edit, and click its Icon Envelope.png.

4.  In the eSignature Portal, click OTHER ACTIONS, and select Edit Documents.

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5.  In the Upload a Document window, you can:

  • View the document that will be sent for eSignature - hover over the Document graphic until the View Document link displays, and then click on the link to display the document in the eSignature Portal.
  • Click Icon More.png to display a menu, and select an option:
    • Apply Templates - in the Select a Template window, select the check box of a template to apply it to the current document.  Click UPDATE.  Reset the Signature fields and other data-capturing fields in the document, if needed.
    • Replace Document –  follow the onscreen prompts to upload a document from your computer and replace the existing document in the envelope.
    • Rename Document – in the Rename window, edit the name of the document that is being sent for electronic signature. Click RENAME.
    • Delete Document – in the Delete Document window, click DELETE.  
  • Upload an additional document for inclusion in the eSignature ceremony - click UPLOAD and follow the onscreen prompts to upload a document from your computer.
  • Apply a template to a document that was created without a template - click USE A TEMPLATE.  In the Select a Template window, select the check box of a template to apply it to the current document.  Click UPDATE. Reset the Signature fields and other data-capturing fields in the document, if needed.
  • Upload a document from a source other than your PC - click GET FROM CLOUD, select a link, and follow the onscreen prompts. 

6.  Click Done.

Performing Advanced Options

You can assign options to an envelope that set up reminder emails to be sent when the contract has not been signed in a timely manner.  There is also an option that allows a signatory to reassign their responsibility for signing the contract to another person.  The Sign on Paper option allows the signatory to print out the document, sign it, and then submit the completed document by fax, or by scanning it and uploading the file to the envelope.

1.  In the Contract Profile screen, click the Document Pkgs link.

2.  In the Document Packages browse screen, click the Current tab.

3.  Locate the envelope whose message you want to edit, and click its Icon Envelope.png .

4.  In the eSignature Portal, click OTHER ACTIONS, and select Advanced Options.

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5.  In the Advanced Options window, you can:

  • Allow signatories to download the document from the envelope, sign the document, and then upload a scanned version of the signed document back to the envelope - select the Allow recipients to sign on paper check box.
  • Allow signatories to reassign the responsibility of signing the document to another person - select the Allow recipients to change signing responsibility check box.
  • Set up automatic email reminders if the document is not signed in a timely manner - select the Send automatic reminders check box, and populate the Number of days fields for email reminders.
  • Set an expiration date for the envelope, after which time, a signatory can no longer provide their electronic signature - populate the Number of days fields for the expiration date and email warning date.

6.  Click Done.

Discarding the Envelope

The discard option allows the envelope to be deleted by all signatories and recipients who can access the envelope.  When the envelope is discarded, or deleted, the  icon reappears in the Document Packages browse screen, allowing a user to restart the process of submitting a document for eSignature.

1.  In the Contract Profile screen, click the Document Pkgs link.

2.  In the Document Packages browse screen, click the Current tab.

3.  Locate the envelope whose message you want to edit, and click its Icon Envelope.png .

4.  In the eSignature Portal, click OTHER ACTIONS, and select DISCARD.

5.  In the Discard Draft prompt, click DISCARD.