There are many scenarios where you'll want to update a document after you have already sent it to recipients. For example, if you need to add an amendment to a sales proposal or make changes to a new hire form.
This used to take some time; having to find the original file, update it, and re-uploading it to GetAccept to send again to the recipients. Now, with the GetAccept editor block, you can send a document and then update it seamlessly from the document summary page.
How Users Edit a Document After Sending to a Recipient
After creating a new send-out and delivering it to a recipient, you will be able to find its document summary with all the analytics under the Documents > Active page. Click on the send-out you want to update and scroll to the editor page you need to make changes.
Click the edit pencil button in the top right corner of the editor block. You will see the block enter an edit mode where you will be able to make changes, just like when you originally drafted the document.
Make any changes you'd like, including updating text, adding videos, photos, or links!
After making your modifications, click anywhere and you will see a pop-up at the bottom notifying you that there are unpublished changes to the document. You have the option to publish your changes or discard them.
Choose Publish Changes to save and update the send-out.
You will then be asked to leave a message for everyone who was sent the document. This message will appear the next time the recipient opens the send-out, be sent as an email notification to the recipients, and saved in the live-chat dialogue, which will be included in the audit log once the document is signed by all parties.
The Experience for Recipients and Signers of Documents
Once a sender of a document has made any modifications, a few things happen to notify the recipients of the change.
They will receive a notification via email stating that the document has been modified and displaying the message the sender included with the published update. When they open the document, there will be a pop-up asking them to view the modified version of the send-out.
They will also see the message from the sender included in the live chat on the right and in the audit log once they receive the final signed PDF.
In this example we will see how the notification will look for the recipient when they have opened the document.
From a workflow point of view, this allows recipients to easily communicate their questions, challenges, or objections and allows the sender to quickly reply and make any changes to the document that are needed.
This ensures your deals keep moving quickly and seamlessly, all while making the experience convenient for all parties!