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Return to Previous Signer for Changes
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A Healing Place
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Our practice would like to request the ability for subsequent signers to return forms back to previous signers for changes in cases of wrong or missing information. So for example:

signer1 finalizes > signer2 notices errors > signer2 returns form to signer1 for do-over

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    Christie Bachelder

    This is also something that I would like to see. We spend a lot of time finalizing  documents that are not accurate and I feel that it is a waste of time and makes for an inaccurate document we are trying to have binding. 

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    Dan Aylward

    I want this too.  In my case, I've found a work-around that may work in some situations:

    1. Document is finalized (e.g., an application for an apartment)
    2. I notice the finalized application does not have all the information I want them to enter
    3. I use the "Make a Copy" feature on the finalized document
    4. In the "Make a Copy" window i choose "Clear Signature Fields" and I change the name to "...v. 2" to differentiate it from the original
    5. Once the copy is created, I can see all the fields still contain the information the applicant entered, except the signature fields.
    6. I click "Prepare Sign Request" to send the application (with a note in the sign request email about what I expect them to add or change) back to the applicant to correct and sign again.

    (This would work in cases where the owner/sender of the document is making the decision whether the document is complete/correct. It doesn't allow another signer to make that determination and bump the doc back to a previous signer, but at least it doesn't require the signer(s) to re-fill all the fields again)

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