How to Edit Contracts On Eversign

Editing contracts that have already been sent to clients

 
  • choose the relevant document in the "in process" section
  • click the dropdown button on the right hand side of the "send reminder" button
  • create a copy
  • this is where it will allow you to amend the send email details or the message
  • click the orange prepare button
  • then you can edit the text from the contract
  • you can also change the dropdown menu options by clicking on the relevant section and clicking on the tick next to the relevant word

Amending dropdown menu options can be a little annoying as it can be hard to see.