User Guide Cancel

Modify the files of a sent agreement

Search
Adobe Sign

Adobe Sign

Open app
  1. Welcome to Adobe Acrobat Sign for Government
    1. First steps for new accounts
    2. Claiming an email domains
    3. Connecting Okta to a federated identity solution
    4. Manually create/edit users in Okta
      1. Creating individual users manually
      2. Creating multiple users via CSV import
      3. Add or Remove a group from a user profile
      4. Elevating a user to Account/Privacy administrator status
      5. Changing your Okta password
  2. Configure Acrobat Sign
    1. Configuration Overview
    2. System requirements
    3. Branding
      1. Company and Hostname
      2. Logos
      3. Email header/footer images
    4. User access to features
    5. User experience within the application
      1. Allowed Signature types
      2. Signature order options
      3. Self Signing workflows
    6. Recipient experience when interacting with agreements
    7. Transaction security
    8. Compliance information
      1. GDPR
      2. HIPAA
      3. eVaulting Chattle paper
      4. IVES
  3. Administrator processes
    1. Admin guide overview
    2. Users
      1. Manage users in the Gov CloudCreating users
      2. Add users to a group
      3. Remove a user from group membership
      4. Update users in bulk
      5. Users in Multiple Groups (UMG)
        1. Overview
        2. Differences in UMG enabled accounts
    3. Groups
      1. Create a group
      2. Delete a group
      3. Modify a group name
      4. Modify group-level settings
    4. Templates
      1. Edit shared templates
      2. Transfer template ownership
    5. Custom workflow designer
      1. Create a custom workflow
    6. GDPR deletion processes
      1. Delete a user
      2. Delete agreements
    7. Sandbox
  4. User environment and processes
    1. Support resources
    2. Transaction limits
    3. Page layouts
      1. Home page
      2. Send page
      3. Manage page
      4. Reports page
    4. Configure your profile
      1. "My Profile" overview
      2. Change your email address
      3. Define your signature
      4. Configure your event and alert notifications
      5. Define your language preferences
      6. Define your personal email footer
      7. Review account sharing
      8. Configure auto delegation
    5. Send agreements
      1. Compose an agreement to send for signature
      2. Recipient signing order
        1. Sequential or parallel signing
        2. Hybrid signing (Both sequential and parallel)
        3. Recipient groups
      3. Written signatures
      4. Send an agreement to yourself only
      5. Send in Bulk
      6. Sending from a template on the Manage page
      7. Sign agreements
      8. Fill and Sign a document
      9. Self Signing
      10. Signing a document from an email link
      11. Sign a document from the Manage page
    6. Custom workflow designer
      1. Overview
      2. Create a new sending workflow
      3. Edit a sending workflow
      4. Activate/Deactivate a workflow
      5. Send agreements using a workflow
    7. Manage agreements
      1. Search for agreements
      2. View Agreements
      3. Activity history and Audit Report
      4. Add a note to an agreement
      5. Set a reminder
      6. Cancel a reminder
      7. Add an expiration date
      8. Modify/Delete an expiration date
      9. Modify the files of a sent agreement
      10. Replace the current recipient
      11. Upload a signed agreement
      12. Share an individual agreement
      13. Download an agreement
      14. Download the individual files of an agreement
      15. Download the audit report
      16. Download the signer identity report
      17. Download the field data from an agreement
      18. Cancel an agreement
      19. Hide an agreement from view
    8. Reporting
      1. Create a report with classic reporting
      2. Report charts and data exports
        1. Overview
        2. User permissions for report charts and exports
      3. Data Exports
        1. Create a data export
        2. Open and edit a data export
        3. Refresh the data in an existing export
        4. Download the CSV from a data export
      4. Report Charts
        1. Create a report chart
        2. Open and edit a report chart
        3. Rename a data export/report chart
        4. Duplicate a data export/report chart
        5. Delete a data export/report chart
    9. API
      1. API Swagger documentation
      2. Webhooks

Changing the documents and/or fields on an agreement that has been sent - Enterprise service plans only

If an agreement was sent out for signature and you realize that you need to make some modifications to the agreement after it was sent, you may be able to modify the agreement, instead of canceling it and starting over. The Modify Agreement setting may be enabled globally (at an account level) or on a per-group basis.

You can use modify agreements to:

  • Add, delete, replace, and reorder (delete then add), and reorder documents.
  • Add, delete, replace, and reorder form fields.
  • Edit field properties such as default values, participant assignment, and validation rules.
  • Update values applied to a Prefill field in the event that incorrect information was inserted.
    • Upon saving a modified form, all Prefill fields must be re-entered.

The modify agreements feature can only be used on documents that meet the “modifiable” criteria. If a document is modifiable, a Modify Agreement link displays on the Manage page when the document is selected. A modifiable agreement is one that meets the following criteria:

  • The agreement has not been signed, approved, or delegated to a signer or approver by the delegator to whom it was assigned.
  • The agreement does not include a digital signature or written signature.
  • The agreement has not been initiated from a custom workflow.

  1. Click the Manage link to go to the Manage page

  2. Select the agreement you want to modify.

    If the agreement is able to be modified, the Modify Agreement link will be available in the right rail

    Image of the Manage page with a selected agreement

    Click Modify Agreement to open a Send page in limited editing mode.

    You cannot make changes in the Recipients or Message sections.

  3. On the Send page, you can add, delete, replace (delete then add), and reorder documents.  

    View of the limited Send page

  4. Depending on your Send settings, you may be able to use the Preview & Add Signature Fields option to add form fields to the modified agreement.

    • If you do not need to add form fields or do not have the Preview & Add Signature Fields option, then click Update to save your changes.
    • If you need to add form fields, enable the Preview & Add Signature Fields option if necessary, then click Update to open the authoring environment. When done in the authoring environment, click Update.

Recipient Interaction with Modified Agreements

The recipient of a modified agreement is notified that the agreement has changed immediatly after clicking the Review and sign button on the email. 

The recipient must click OK before they can sign, approve, or delegate the agreement to acknowledge that the agreement is changed. 

Image of the error message when an agreement has already been signed

Known issues

If the first recipient delegates their authority to another party, and the sender modifies the agreement after the delegation, an additional recipient (the delegated to party) will be added to the agreement, and a signature block will be added automatically for their signature.

Get help faster and easier

New user?

Quick links

View all your plans Manage your plans
View quick links
Hide quick links

Legal Notices    |    Online Privacy Policy