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How do you edit a PDF after sending it for signature?
How do you edit a PDF after sending it for signature?

Easily edit PDFs after sending for signatures with BoloSign—update fields, roles, and resend for signatures without starting from scratch.

Ishika Pippal avatar
Written by Ishika Pippal
Updated this week

Introduction

When managing documents that require signatures, you may encounter situations where you need to make edits to a PDF after it has already been sent out for a signature. Whether it's correcting a mistake, adding new information, or adjusting the roles of the signers, tools like BoloSign provide a streamlined process for editing a PDF that is already in circulation for eSignatures.

In this article, we will guide you through a simple step-by-step process to help you understand how to effectively edit a PDF after it has been sent for signature, using tools like BoloSign. We'll also answer some frequently asked questions about eSignature editing to help you make the most out of your document management.

How to Edit a PDF After Sending It for Signature in BoloSign


1. Click on Create Signature PDF

Step 1 screenshot

2. Upload the PDF in which you want the signature.

Step 2 screenshot

3. Click on Add Signers and add their email address and name.

Step 3 screenshot

4. Add Email Subject and Email body (Optional).

Step 4 screenshot

5. Click on Confirm

Step 5 screenshot

6. Select the fields and add them on the pdf.

Step 6 screenshot

7. Drag Signature box.

Step 7 screenshot

8. Change the role of the fields.

Step 8 screenshot

9. Add the fields accordingly.

Step 9 screenshot

10. Just like dragging the signature box.

Step 10 screenshot

11. Click on Send

Step 11 screenshot

12. Click on Send Via Email

Step 12 screenshot

13. In the pdf section you will be able to see the latest update of the pdf.

Step 13 screenshot

14. Click on the dropdown trigger of the pdf that you want to edit.

Step 14 screenshot

15. Click on Edit Document…

Step 15 screenshot

16. Click on Edit Document…

Step 16 screenshot

17. Click on Edit Document

Step 17 screenshot

18. Now, you can edit the document and send the latest updated version for the signature.

Step 18 screenshot

19. Singee can then sign the updated pdf. Click on Start Signing

Step 1 screenshot

20. Click on signature * to add your Signature.

Step 2 screenshot

21. Fill in all the fields required along with the Signature.

Step 3 screenshot

22. Click on Finish.

Step 4 screenshot

Frequently Asked Questions (FAQs)

  1. Can I edit a PDF after sending it for signature using BoloSign?

    Yes, BoloSign allows you to edit a PDF even after it has been sent for signature. By accessing the "Edit Document" option, you can make necessary changes and resend the updated version.

  2. What happens if a recipient has already signed the document before editing?

    If a recipient has already signed the document, any edits made will require a new round of signatures from all recipients to ensure all changes are acknowledged and agreed upon.

  3. Do I need to re-add all signers after editing a PDF?

    No, once you have added the signers initially, you do not need to re-add them after making edits. However, all signers will need to re-sign the updated document.

  4. Can I change the email subject or body after sending the document?

    Yes, you can modify the email subject and body before resending the updated PDF. This helps provide clear communication about the changes made.

  5. Are there limitations to editing a PDF after sending it for signature?

    The main limitation is that any changes will require all recipients to re-sign the document. Also, certain platforms might limit the extent of the edits depending on the stage of the signing process.

Conclusion

Editing a PDF after sending it for signature can be necessary for various reasons, such as correcting errors, updating information, or adding new signers. Tools like BoloSign provide a seamless process for making these edits, ensuring your documents remain accurate and compliant with your needs. By following the steps outlined above, you can efficiently manage your document workflows and ensure all parties are on the same page.

If you're looking for a reliable eSignature solution that offers flexibility and ease of use, consider using BoloSign. With its comprehensive editing features, you can make sure your documents are always up-to-date and properly signed.

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