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DocuSign - Updating the document

When you send a document out for signing only to then have to edit it, there are a few ways of doing it. We'll tell you the best way.

Simon Aspden avatar
Written by Simon Aspden
Updated over a year ago

Overview

Contract Eagle provides a round-trip signing experience via DocuSign. It is fully audited. The signed document returns into Contract Eagle and sits with the original document.

But! When it comes to making changes to your DocuSign envelope there may be the temptation to upload the new document directly into DocuSign, instead of through Contract Eagle. We address the 3 different methods to replacing the document below and highlight the only method (method 1) which we recommend.

✔ Method 1 - Cancel/Upload from Contract Eagle (Best Practice)

Process

  1. Cancel the existing Envelope within Contract Eagle

  2. Load the new document into Contract Eagle

  3. "Save and sign"

Summary

This is the best process because the round-trip audit trail is preserved. This is the only process where the "original" document within Contract Eagle matches the signed document returned from DocuSign.

❌ Method 2 - Delete / Upload within DocuSign (Worst Practice)

Process

  1. Amend the existing Envelope

  2. Click the X (Delete) button within DocuSign

  3. Click the Upload button within DocuSign to upload the new document

Summary

This process will return the document into Contract Eagle. However, because it isn't the same document sent originally from Contract Eagle it will be treated as a new document. The disadvantage of this process is that Contract Eagle doesn't have the original document.

❌Method 3 - Replace / Upload within DocuSign (Slightly better than Method 2)

Process

  1. Amend the existing envelope

  2. Click the 3 dots and select "Replace" within DocuSign

  3. Upload the new document

Summary

This process will return the document into Contract Eagle. However, because it isn't the same document sent originally from Contract Eagle it will be treated as a new document. The disadvantage of this process is that Contract Eagle doesn't have the original document.

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