While Preparing a document in “Step 2: Prepare” you, the Sender, may wish to go back to “Step 1: Envelope” to add another document, change the name of the signer etc. To do this you can click the back button  located directly to the left of “Step 2: Prepare”

Instructions

1. To go back to “Step: 1 Envelope” from “Step 2 Prepare” click the back button  located to the furthest left of the top toolbar.

2. Once the back button is clicked a menu will appear with three options for how the RSign user should proceed.

a. Clicking the green check icon will save all changes made to the current document and return the user to “Step 1: Envelope.”

b. Clicking the “no” icon will not save any changes made to the current document and will return the user to “Step 1: Envelope.”

c.  Clicking the “X” icon will dismiss the popup menu, returning the user to continue to prepare the RSign document. The user will not be brought to “Step 1 Prepare.”

3. Please note: The icons in the text field are not clickable, the icons being refereed to are located on the top right hand corner of the menu.