Q: Can we edit the template before adding the recievers information?
I need to edit my templates, but I have to add the recipient's email and role first. Is there a way to change the process so that I can use drag-and-drop editing before adding any personal information? I want to review and make corrections before attempting to send anything out.
BunnyDoc
Sep 17, 2024A: Hi,
When editing a template, you don’t have to change the existing role or email address if it’s already set. However, if you’re generating a new envelope from a saved template and need to make edits, you will need to input the recipient’s email address. The envelope won’t be sent right away after you add the email. Instead, clicking ‘Next’ will take you to the following screen where you can adjust any details as needed. When everything is set, use the ‘Send’ button at the top to finalize and send the signature request.
If you have any more questions or concerns, feel free to contact us directly at support@bunnydoc.com for quick response
Kind Regards,
The BunnyDoc Team