editing a signNow template within the Impact Suite

Modified on Fri, 16 Feb 2024 at 02:44 PM


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Editing a signNow Template within the Profile Management Area

What happens when you upload a signNow template and realize you made a mistake? It's super easy to edit your templates within your Impact Suite! 

Here are the steps:
  1. On the left, in your Mission Control, click Reporters, Staff, & Sites.

  2. On the right, click Manage reporter accounts

    Note: If you're planning to edit a template in the staff or site profiles, alternately, please select Manage staff accounts, or Manage sites & cohorts.

  3. Use the More drop-down menu on the top right-hand side and select Manage Fields and Profile Layout.

  4. Locate the document signing field you'd like to edit by opening the relevant panel.

  5. Once you've located the correct field, notice the green text underneath the field title that states either a) Select a Template to Edit - where you have unique templates for reportersor b) Edit Template - where you use one template for all reporters.
  6. To the right of the green text, click Edit.

    Note: If you select to edit a signNow field that has multiple templates, a dropdown menu will appear for you to choose which template you'd like to edit. Select the appropriate template.
  7. After selecting your template, you will be automatically pulled into the signNow portal. Once your template loads, make any necessary edits.

    Note: To cancel an edit at this stage, select the X at the top-right of the signNow window, and changes will not be saved. 

  8. After desired edits are made, select Save and Close

  9. That's it! The template has been edited for all future signers, and the profile field will now reflect the date the last edits to the signNow template were made. 

Important: This process does not affect documents that have already been signed. To remove a signed document from a reporter's profile so they can sign an updated template, please follow this link for guidance. 

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