Be able to “Duplicate” or “Copy” a Document
Please add a “copy” or “duplicate” function on the documents. We currently use our own templates for contracts. When we send a document for signature, it locks it and we can’t make any corrections to that or make a copy. We have to re-create the contract from scratch if we need to make any edits. This is for document that have NOT been signed yet.
Or let us void the document if it hasn’t been signed, and unlock the document so we can make edits.
Rosa Oceguera
shared this idea
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Kristy Boettcher
commented
This is critical for our business!
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Kim Davis commented
When you send a document (e.g., contract) for signature and the customer wants to make changes or you find an error in the document, it would be nice to be able to either EDIT the unsigned document and resend or at a minimum duplicate the document so you don't have redo the entire document.
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Devon Szabo commented
A contract isn't really legal until signed by both parties. So when a customer does not sign, there is no legally binding contract. We should have the ability to revise the contract if it has not been signed by both parties. At a minimum, we should be able to duplicate the document so we don't have to start from scratch when the customer requests a change in the contract language.