Modifying a document

What is your situation?

1. The document is drafted

2. The document is finalized

3. The signature invitation went to the wrong email address

4. The document is completed (signed)

You can start and stop drafting a document at any time. Click "<" on the top right to save your progress, and your document will automatically be saved as a "Draft" and stored in your document archive.

Return to editing an incomplete document by opening the document you want and selecting "Edit Document". The service automatically saves your changes, so you can return to edit the document multiple times.

**Note: An Expiry Date will automatically be assigned to Draft documents. This will be 1 month in the future. 

Once the document is finalized, meaning it has been sent out for signatures, it is no longer possible to edit since returning the document to editing mode invalidates the document's signatures and sent signature invitations, and charges already made will not be refunded. Any signature fees will be charged again when you move from editing the document back to the signature stage.

You can edit a document that has already been sent out for signing by opening the document details and selecting Edit Document:

You can edit the contact details by opening the desired document document and looking at the "Details" Section under "Parties". You can remove parties by clicking the "X" next to their name, and add parties through "+ Add Party" and send a new signing invitation. 

NOTE! This function does not change any contact details in the actual document.

4. Completed document

Once a document has been completed (signed), it can no longer be edited. If you need to make changes, you can create a new draft by copying the completed document. The new draft will retain the information from the completed document, allowing you to update it as needed. This speeds up the drafting process, since you do not need to fill in all information from the beginning.

Copying a document is a good option in a situation where the information filled in for the document remains largely the same and there are only a few changes to be made. Copying a document does not affect the original document.

First open the document you want to copy. Select "Copy as a new draft" from the document's details.

After you have chosen "Copy," you can edit the information in the copied document, finalize the new document and send it for signing.

If you have a document which information you need often, it may be helpful to save it as a template. You can use Docue's legal templates as a basis for your own templates, or ask our experts to bring your own document to your Docue workspace. This way you can use Docue's smart technology to draft and sign your own documents. Send your document as a PDF-file to templates@docue.com, and our experts will bring it to your workspace in 14 days!*

*Additional Fees Apply

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