Renaming a file
To rename a file:- Select the ellipsis within the header bar.
- Select Rename.
- Type in the new name and select Save.
Replacing a file
To replace a file:- Select the ellipsis within the header bar.
- Select Replace.
- Select your replacement file and select Continue.
- Toggle Keep Existing Fields on if necessary.
- Select Confirm and Replace to save your changes.
When you replace a file and toggle Keep Existing Fields on, check to make sure that your fields are in the right place.
Deleting a file
To delete a file:- Select the ellipsis within the header bar.
- Select Delete.
View Details: printing
The View Details screen shows the list of all files and recipients of a multi-doc signature request. You can also print each file from this view. To print files:- Hover over the title of your request.
- Select the View Details option.
- Select the file you want to print from the Documents & attachments section.
- Select the ellipsis button and select Print.