I Sent a Document to a Client but Realized I Made a Mistake. Do I Need to Resend the Whole Request?

No, you do not need to start the whole request over from scratch. You can easily edit and resend the document by following these steps:

• Go to the Documents section.
• Filter for documents that are Out for Signature to locate the one you want to update.
• Click the three dots ("...") under the Actions column.
• Select "Edit and Resend."
• The document will reopen on the document preparation screen (where you drag and drop signature fields).
• From here, you can:
  • Add or remove signature fields.
  • Add or remove signers.
  • Update signer details.
  • Make any other necessary changes.
• Once you’ve finished editing, resend the request to the client—they will be able to sign the new version you’ve sent.