Manage Documents

Last Updated: October 01, 2026

Use the Sign document builder to manage documents.

Requirements

Review the Requirements before starting.

Manage Drafts

Manage Signers

Follow these steps:

  1. Select Sign from the left-side navigation.
  2. On the Documents tab, do one of the following:
    1. Select the document draft line item.
    2. Select the More menu More button. to the right of the document draft, and select Open.
  3. Make your changes in the document builder.
  4. Select Save.

You cannot edit an existing signer. You must delete and add the signer again.

Sign page showing Documents tab, draft document, template, and expanded More menu.

Add a Signer

To add a signer, refer to 2. Add Signers.

Reorder Signers

Follow these steps in the document builder:

  1. Select the Manage Signers button.

    Document builder showing Signers section.

  2. Ensure that In Order is selected in the Signing Order field.
  3. Select the Reorder button Reorder icon. to the right of a signer, and drag the signer to a new location in the list.
  4. Select Save.
Manage Signers modal showing signers and Send Settings section.

Delete a Signer

Follow these steps in the document builder:

  1. Select the Manage Signers button.

  2. Hover over the signer, and select the X button.

    Manage Signers modal showing signers and X (remove) button for signer.

  3. Select Save.

Edit a Document Draft

Follow these steps:

  1. Select Sign from the left-side navigation.
  2. On the Documents tab, do one of the following:
    1. Select the document draft line item.
    2. Select the More menu More button. to the right of the document draft, and select Open.
  3. Make your changes in the document builder.
  4. Select Save.
Sign page showing Documents tab, draft document, template, and expanded More menu.

Replace the PDF

Follow these steps in the document builder:

  1. Select the trash can button in the PDF section.

    Document builder showing PDF section.

  2. In the modal select Remove.
  3. Upload a new PDF.

Replacing the PDF removes any fields you added but does not remove signers.

Add Fields & Assign Signers

To add fields and assign signers, refer to the 4. Add Fields & Assign Signers section above.

Delete a Field

Follow these steps in the document builder:

  1. Select the field.

  2. Select the trash can button in the upper-right corner of the field.

    Document builder showing "Assigned to" field.

Delete a Document Draft

Follow these steps:

  1. Select Sign from the left-side navigation.
  2. On the Documents tab, select the More menu More button. to the right of the document draft.
  3. Select Delete.
  4. In the modal select Delete.

Manage a Sent Document

View and Download the Document

You can view all documents, but you can download only documents with the Completed status.

You can download the completed document from the notification email or by following these steps:

  1. Select Sign from the left-side navigation.
  2. On the Sent tab, locate the document. You can use the Search button Search button. to find the document.
  3. Select the document line item, or select the More menu More button. to the right of the document and select View document.
  4. Select the Download button.
  5. Select Download Signed Document.
Internal signers can download the completed document from either the notification email or the Inbox tab. External signers can download the completed document from only the notification email.

Cancel a Signature Request

You can cancel a document that is In Progress. Canceling a document stops the signing process and is permanent.

Follow these steps:

  1. Select Sign from the left-side navigation.
  2. On the Sent tab, locate the document. You can use the Search button Search button. to find the document.
  3. Select the More menu More button. to the right of the document.
  4. Select Cancel.
  5. In the Cancel Signature Request modal, select Yes, Cancel.

Next Steps

Refer to the following: