Introduction
Keeping your documents up to date is crucial for clear communication with clients. With GetAccept’s Create New Version of a Sent Document feature, you can easily modify contracts and proposals after they’ve been sent. This allows you to adjust terms, add information, or correct errors while keeping all stakeholders informed.
How to create a new version of a sent document
Click on the three dots up in the right corner.
Choose "Create new version”
Select which information you want to transfer to the new version.
Choose to recall or not recall the previous version.
Done!
Good to know
When creating a new version of the document it will create a new draft. This means that if you recall the previous version, the recipients will receive a new link to the new version that you created.
If a recipient has signed the document, they will need to redo the signing. A fully signed document can't be recalled but you can create a new version of it.