If something has gone wrong and needs to be changed in an ongoing e-signature case, you can delete the case, make the changes, and then resend it for e-signature.
Delete an ongoing e-signature case.
To cancel an ongoing e-signature case, go to "Documents" and "E-signatures" in the left menu. Depending on whether you will e-sign the document yourself, the e-signing matter is in either the "Requires your signature" or "Requires others' signature" tab. Click the icon with three dots (···) and select "Cancel signing".
Confirm the removal of the e-signature case by clicking "Remove".
If users have e-signed the document, these signatures will also be removed.
Send documents for e-signature
Click "Documents" and "All documents" on the left menu. Select the file to send for e-signature by pressing the button with three dots (···) and clicking "Send for e-signature".
If you need help uploading a document to the document archive, follow this guide Upload documents.
You can choose which e-signature options should apply, add a message if you'd like, and mark who should sign. It is also possible to set it to "Notify all signatories when the document has been signed by all". It is also possible to add signatories from outside the organization. Click on that option and add name and email address afterwards. Send the e-signature case by clicking "Send".
The organization can set which e-signing options apply to it. The settings to set which signing options to allow in the organization are found under "Administration"> "Settings"> "Advanced settings"> "E-signing". You can also follow this guide.
Once the e-signature case has been sent, you will find the case under E-signatures. Click "Documents" and "E-signatures" on the left menu. Depending on whether you are set as a signatory, the e-signature matter will be found either under the "Requires your signature" or "Requires others' signature" tab.