Update the version of a document from NetDocuments
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 NetDocuments:
- Open the document you'd like to update
- Click on the "Document versions" icon on the sidebar (looks like rotating arrows), and 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 NetDocuments
- Click on the NetDocuments button - this will bring up the NetDocuments integration pop-up
- Choose the document you'd like to add and click "Add to SimplyAgree"
- 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 and
- 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"