Change something specific in a document

Sending out eSigning is a streamlined process because you can use templates for your contract. Ideally, your system is configured in such a way, that you don't need to manually change anything to the document that you want to send out. However, the reality is that making changes to a contract or quote is sometimes necessary, before sending it out.

This tutorial explains how you can change something specific in a document before sending it out.

1 When you're in the draft mode, click onFrom templateto open the modal screen.

2

Download the Word version to your computer. 

3

Open the Word file that you've downloaded to your computer and make the necessary changes.

4

In Word, use the Save as feature and store the file in PDF format on your computer.

Note: This option might look different, depending on your version of Word.

5

Upload the PDF file under PDF that needs to be signed.