Editing a message before a document is sent for signature

[michaelm10950277]

I wish to edit my message, the Edit button takes me to the PDF and is not helpful.

Cc: charlene.XXX@XXXX.org
Date: ‎02‎/‎02‎/‎2017‎ ‎12‎:‎25‎ ‎PM

Status: Draft

Message: Please review and complete UCD GME Invoice Feb 2017.  thx , Michael XXX

Is it possible to edit the message (in blue above) or do I need to cancel and start over?

Thx

Michael

[AadeshSingh · Accepted solution]

Hi michaelm10950277​,

You can edit the message while sending the document from the Send page.

Regards,

Aadesh

[Daleohill]

I don't believe that this is correct.  It does not appear that you can go back to the "Send" screen once you have a message in Draft format and want to edit it.  At least it is not intuitive how to do this.  This is very frustrating!

[MeenakshiNegi]

Hi Daleohill,

Sorry for the delay in response.

Once you are on the "Preview" page, there is no option to go to "Send" page for making changes.

You will have to start a new transaction for that. This is an as designed behavior.

Regards,

Meenakshi

[Shirley27082284lsvc]

Hello!

The response above is from 2018 so I thought It would be worth asking the following - has this been fixed or do we still have to create a "new transaction" in order to edit the message once you've already proceeded to the Preview page?