Prerequisites: You have Edit access to Signing.
What to do
The mistake | What to do |
The pack has the wrong type or the wrong signer | You cannot change either after creating the pack. Delete the pack while it is in Draft and create it again. |
The pack has the wrong name | Rename it. You can rename a pack until a DocuSign draft has been created for it. |
The pack has the wrong documents in it | While the pack is in Draft, remove documents one at a time with the X beside each, and use Add documents to add the right ones. |
You have already sent the pack | Void the pack. Voiding cancels signing for all recipients and cannot be undone. You can then click Reset to return the pack to Draft, or create a new pack. |
A DocuSign recipient declined, failed authentication or could not be reached | Void the pack. You can then reset it to Draft, or create a new pack. See Action required on a pack: reasons and fixes. |
A DocuSign draft has a wrong or missing recipient | Fix the signatories on the document in Legatics, then click Open in DocuSign again. While the envelope is a draft, Legatics updates it. |
You uploaded the wrong signed pages | Delete the upload in the matching view. |
You need to change a document after you have sent a pack | Upload a new version. The pack warns that documents have newer versions, and signatures are matched to the version that was sent. If the wrong version went out, void the pack and create a new one. |
A document is Signed and now needs changing | Upload the amended document as a new document and send it for signing again. |
Deleting an uploaded signed page
When you delete an uploaded page, Legatics removes the page and any matches it has, everywhere. You cannot undo this. You cannot delete a page that has already been collated into a document.
Note: Voiding a pack does not change a document that is already Signed.