If you need to make any changes, such as adding another document or changing the name of the signer, while preparing a document in “Step 2/2: Prepare”, you can return to “Step 1: Envelope” by using the Back Button.
Once the back button is pressed, a menu will appear with three options on how to proceed.
- Clicking on the green check icon will save all changes made to the current document and take you back to “Step 1/2: Envelope.”
- Clicking on the gray, middle icon will not save any changes made to the current document and will take you back to “Step 1/2: Envelope.”
- Clicking on the red “X” icon will dismiss the popup menu, returning you to continue preparing the RSign document. You will not be taken back to “Step 1/2 Prepare.”
Note: The icons in the text field are not clickable. The icons being referred to are located in the top right-hand corner of the menu.