Updated May 2024 – Academic Innovation, Strategy and Design

Need to add or manage recipients on a sent document?

As of October 2023 PandaDoc made it even easier to adjust recipients on a sent document. Follow the PandaDoc steps outlined within their Help Center.

Follow the below steps if you need to adjust content, or if a recipient has already signed and something needs adjusted, or they need to re-sign.

Step 1: Select the document

1. Go to Documents
2. Search for the specific document, or filter by sent documents
   
3. Click on the document you need to edit
   

Step 2: Pull the Document Back

1. Select Actions ⇒ Edit document
   
2. A box will pop up – click “Edit Document”
   

Step 3-A: Make Edits

1. At this point you can make the necessary edits to your document

Step 3-B: Resend Document

1. Once your edits are complete, re-send the document by click Send ⇒ Send via email
2. This will re-route the document to the recipients
   

Step 3-C: Delete Document

1. You can delete the document by clicking the three vertical ellipses in the upper panel and selecting “Delete”