Update the version of a document from iManage
If a signature page has been marked as a signature page in SimplyAgree, but has not been executed (so if it's unsent , or sent for signing ) you have the option to update that signature page during the versioning process.
If the page has been sent for eSigning , and you update it during the versioning process, the signer will see the updated version of the signature page when they go to sign.
To upload a new version of a document from iManage:
- Open the document you'd like to update
- Click on the "Document versions" icon on the sidebar (looks like rotating arrows)
- Select "Add a new version"
- The pop-up that appears will give you three options to add the new version of your document - you can drag and drop your document, browse your computer, or upload directly from iManage
- Click on the iManage button - this will bring up the iManage integration pop-up
- Choose the document you'd like to add.
- Once the document has been uploaded, confirm the placement of your signature pages by dragging and dropping the green "Signature Page" block below the signature page preview
- If you would like to update the unexecuted signature page(s), click the toggle on the signature page thumbnail. This will show you the updated version of that page that will be applied when you click "Add version".
- Click "Add version"