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I sent it with a mistake in it
Correcting a document that is already out, without losing what was signed.
Last updated
What you do depends on whether the envelope (the document you sent out for signature, together with the people asked to sign it) has finished. While it is still out with recipients, withdraw it and send a corrected one. Once everyone has signed, or somebody has declined, use Resend with previous answers, which sends the document back to the same people with everything they typed last time already filled in.
While it is still out for signature
If the mistake is something a signer has typed, ring them. They can change any of their own entries right up until they press Finish, and the panel that opens tells them so: "Please review your entries before signing." Nothing they have typed is final until they sign.
If the mistake is yours, in the wording, the recipients or the covering message, withdraw the envelope and send a fresh one. See Cancel an envelope someone has already opened. Voiding stops every signing link on it immediately and emails the recipients your reason, so nobody signs the wrong version while you are preparing the right one.
After it is completed or declined
Open the envelope and press Resend with previous answers. It appears on any envelope you sent yourself that has reached Completed or Declined.
The signature behind an accepted proposal is the one exception, and it is not offered there. That letter is the proposal's own frozen wording, so the way to put a corrected version in front of the client is a new proposal rather than a resend of the signature. See Sending a proposal, and what the client sees.
A confirmation panel explains what it does, and offers a Note to signers (optional) box. Use it. This is the message that reaches your recipients with the new request, in place of the message that went with the original, and it is the one chance you have to say what changed. Something like "Please correct your date of birth on page 2, then sign again" saves a round of email.
Press Resend. The new envelope goes straight out to the same recipients, so there is no draft to remember to send.
What carries over, and what does not
Text, dates, tick boxes, dropdown choices and selected options are all carried forward, so nobody retypes what was already right.
Signatures, initials and the signing date are not. Every signature on the new envelope is a fresh act, made after the signer has seen the corrected details and agreed again, with its own timestamp and its own consent recorded in the audit trail. A signature given for one version of a document is never moved onto another one, and that is deliberate: it is what makes each one worth relying on. See What an electronic signature from CecurSign is.
The original stays exactly as it was
The envelope you are correcting is left untouched. It keeps its status, its signatures and its audit trail, and the new envelope records that it came from it, so the pair reads as a correction rather than as two unrelated documents.
A resend is an ordinary send, so it counts against your monthly allowance in the usual way. See Allowances, and what happens when you reach one.
If the document itself is wrong
Where the error is in the file rather than in an answer somebody gave, the corrected file is a new document. Add it, prepare a new envelope from it, and void the old envelope if it is still out with recipients. See Uploading a document.