How do I edit a document?
You can change a document after it has already gone out. There is no separate retract step, and for most changes you don't need to delete the document and start over. The way you edit depends on how far along the document is. If it's still in the early stages, you can make changes directly. If it's already further along in the process, you'll need to edit from the appropriate section to ensure the updates are applied correctly.
If the task is still in progress
Go to your Tasks page.
Hover and click the pencil icon next to the document task.
Confirm you'd like to edit and the task will reopen so you can make your changes. Any signatures already collected will be cleared, so your clients will need to sign again. The confirmation window will notify you of this before proceeding.
If the document is completed
Open your documents list.
Click the three dots to the right of the document and choose Edit Document.
Editing creates a new version, and Jointly keeps the original for your records in the archived section. The new version starts unsigned, so everyone will need to sign it again. On a custom document you can also update fields you previously mapped.
The three dots only appear once the document is completed. That is why you will not find Edit Document there while the task is still in progress — use the pencil on the task instead.
The name is right on the deal but wrong on the document
Correcting a name in Participants doesn't change a document that has already been created. Delete the document and add it again from the forms library, and the new copy picks up the corrected name. You can also open the document, find the field where the name is entered in the form, correct it and save. If it has already been signed, it has to be signed again. See How to Manage Participants and Contacts on a Deal.
I need to strike out text or add a field
Use Map Fields. It becomes available once the document is completed.
Open the document, or tick it in your documents list.
Click Map Fields.
The document turns into a custom document, where you can add fields and strike through sections, then send it out again.
