When designing eSignature documents, you may forget to add something important. Restarting eSignature allows you to pull up documents with the original content added by the user requesting signatures, make changes to those documents, and re-send them for eSignatures.
Restarting eSign not only saves time by reusing existing document structures but also helps address errors such as missing fields or incorrect approvals, ensuring compliance and accuracy.
How do I restart eSignature?
Locate the document task you want to edit on the right-hand panel in BoldTrail BackOffice.
Click the Restart eSign button.
Choose one of the two available options: Keep All Fields or Void All Signatures.
Keep All Fields: Preserves all existing fields, signatures, and data. Use if no modifications are required.
Void All Signatures: Voids all current signatures and lets you edit or update fields.
Confirm your choice to proceed.
Prepare the document as needed and proceed with creating the package as usual.
The Restart eSign button, located on the right panel, enables you to manage your documents by selecting either to retain all fields or void all signatures for modifications.
What are the Options for Restarting eSign?
Keep All Fields: Retains existing fields and signatures, ideal for minor changes that don't revise document content.
Void All Signatures: Removes existing signatures for comprehensive edits, such as updating fields or adding new information.