Renaming a file
To rename a file:- Click on the three dots in the header of your file.
- Select option Rename.
- Type in the new name and click Save.
Replacing a file
To replace a file:- Click on the three dots in the header of your file.
- Select option Replace.
- Select your replacement document and click Continue.
- Toggle Keep Existing Fields on if necessary.
- Click Confirm and Replace to save your changes.
Note
When you replace a file and toggle Keep Existing Fields on, check if your fields are in the right place.
When you replace a file and toggle Keep Existing Fields on, check if your fields are in the right place.
Deleting a file
To delete a file:- Click on the three dots in the header of your file.
- Select option Delete.
View Details: Printing
The View Details screen shows the list of all files and recipients of a multi-doc signature request. You can also print each file from this view. To print files:- Hover over the title of your request.
- Click the ellipsis button (“…”).
- Select the View Details option.
- Select the file you want to print from the Documents & attachments section.
- Click the ellipsis button and select option Print.