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How to eSign a document: how to edit a signed docusign document

christening here and today I'm going to talk about how to correct a signed document that you were you receive in now if you haven't already I have videos for how to set up your document account and how to use with command so go watch those videos if you haven't and because I'm not gonna be going through all those details in this video so in this case I get this signed document back here I sent out the kW addendum to the listing agreement this is the original form and I received this signed PDF now I'm gonna go review this PDF and let's assume that in this case I wrote in 1 2 5 1 2 3 Main Street maybe it was supposed to be 1 2 4 Main Street so what do I do I've got two options one is I can go into the original form and change the data in that original form so I'll click on I clicked on the original kW addendum to the listing agreement form and I can just go edit those fields the same way I came in and put the data in to begin with so I can change that save and close put this in an envelope send it out again and have that signed I'm not going to go through the envelope process that's explained in the other video but I will go through it in the option number 2 so option number two is actually marking up the original envelopes and this is the original envelope I sent out and so I'm going to create a new envelope I'm gonna call this kW addendum to the listing agreement correction and then click room Docs to add the document you'll notice here is the PDF it says kW Denham to the listing agreement signed I'm going to select that one and just a quick note you can tell the difference easily between a form and a PDF because of these icons and I'm going to add selected now here's where things start to get a little bit different when we use forms we always want to use pre tagged roles but when I click ad recipient here you'll notice there is no option for pre tagged rolls that's because when a PDF comes back as signed it is just a PDF it's not a smart form or it has no fields no tagging it's just a PDF so we're going to put email address and I'll just put myself in here and I'm going to add just another recipient just for example sake and you can put in your email message and I'm going to go next to the signature editor if you've seen my other videos you should be fairly familiar with the signature editor but what we're going to be doing now is marking up this document so we'll need to go in and we'll take we'll go into this markup tools here on the in the fields column so I'll click markup tools and then we can put a line so I'm going to take this line and we want to click where we want the line to begin and then click where we want the line to end and now we have this cross out and we then want to take a text box and input the data that we want to replace it with so I'm going to put here 1 2 for Main Street now there's a couple more things we need to do to this field we need to first make it read-only so that it can't be edited after it's sent out and then you'll notice we do have two recipients and this is yellow meaning it's only going to be in view for the one recipient so in order to get both recipients to view it we need to go down to this collaboration drop-down here on the right we'll click that we need to click recipients can collaborate and then we get some more options we need to make this a required field for all signers so this way all the signers will see this field we've it still read-only so nobody can go edit it then we'll want to put in our initial fields and I'll do it for both recipients and we can always resize them to fit the document a little better now at this point we would just send it out it's going to go out and come back as the same name as it went out with the word - signed at the end of it so what's interesting with these is it does come back as let's see since this document is called kW addendum to listing agreement - signed when it comes back it will be called kW addendum - listing agreement - signed - signed so something you will want to do is make sure to archive the documents that that are incorrect and I'll show you how to do that really quick go over to documents and we can either right-click on a document and choose to archive it right here at the bottom or if we have multiple documents that we want to archive we can click this little circle that appears on the document or form when we mouse over it and that way we can multi-select and click the archive button and they will be archived now say you accidentally archive something and you need to get it back we have this drop-down right now it's showing only active listings we can go to archived documents sorry active documents not ARCA listings and select what we want to bring back and unarchive I hope this has been helpful feel free to reach out to me if you have any questions or Seanie Chris @ KW comm or you can comment on this video if you'd like to see more check out my youtube channel subscribe check me out on KW connect and follow or head over to facebook let me look up my page Chris Orsini kW tech trainer