Correct a PC Without Losing Tags and Addenda

Rhonda's Hot Topics: Corrections on a Purchase Contract

You can easily replace the document in your Docusign envelope and not lose the existing tagging and addenda, etc.

  1. Make corrections to PC in Zipforms
  2. Save the PC as a PDF to computer
  3. Log into Docusign
  4. Click on down arrow to the right of the envelope the PC is in and choose "correct"
  5. The envelope will now open.
  6. Click "edit Documents & Tags" at the bottom left of page.
  7. Click "Documents" on the right side of the page
  8. Click the down arrow to the right of the PC.
  9. Click "replace document" (the bottom option)
  10. Click browse from my computer
  11. Find the file where you saved it on the computer and click ok at the bottom
  12. Docusign will now take you back to your document envelope.
  13. Click "Correct" at the bottom left of screen.