Create a new agreement and upload a document.
Last updated on
May 11, 2026
Alert
This article contains prerelease information. Release dates, features, and other information are subject to change without notice.
Edit document content directly in the authoring environment without downloading and re-uploading files.
Document editing during authoring allows senders to update document content directly in the agreement workflow before sending the agreement for signature. Users can edit text, formatting, and hyperlinks while preserving existing form fields and agreement configuration. This can reduce document preparation time and simplify workflows that require minor revisions before sending.
Recipients review and sign the edited version of the document.
The editing experience is available only before the agreement is sent and supports single-document agreements using supported file types.
Before you begin
- Document editing must be enabled by your administrator.
- Agreements containing multiple documents are not supported.
- Scanned, encrypted, and password-protected files cannot be edited.
- Editing is available only before the agreement is sent for signature.
Edit document content during authoring
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Add recipients and configure the agreement settings.
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Select Preview & Add Fields to open the authoring environment.
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Select Edit document to make the document content editable directly inside the authoring environment.
Switch between field placement and document editing without leaving the authoring experience. Switch between field placement and document editing without leaving the authoring experience. The document can be edited directly within the agreement workflow.
The editing mode is designed for quick inline revisions such as correcting dates, pricing, names, and hyperlinks before sending. The editing mode is designed for quick inline revisions such as correcting dates, pricing, names, and hyperlinks before sending. -
Edit the document content as needed.
Supported editing actions include:
- Editing existing text
- Adding text
- Removing text
- Updating text formatting
- Editing hyperlinks
For more information on editing text, refer to the Edit text in PDFs help documents >
CautionEditing document text can shift surrounding content and affect field placement. Always review and reposition fields before sending the agreement.
Even small text edits can affect nearby layout spacing, especially in tightly formatted agreements. Even small text edits can affect nearby layout spacing, especially in tightly formatted agreements. -
Return to the Author form fields mode to review and place fields.
You can return to field placement mode by:
- Selecting the field authoring icon.
- Closing the editing panel.
- Selecting an existing form field.
Saved edits immediately become part of the agreement version that recipients review and sign, while existing fields remain attached to the document. Saved edits immediately become part of the agreement version that recipients review and sign, while existing fields remain attached to the document. -
Adjust any fields that need to be relocated due to shifting text, and finish adding any additional fields that are required.
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Select Send.
The edited document becomes the final version sent to recipients for signature.
Limitations
The feature is available only for:
- Single-document agreements.
- Supported file types.
The feature is not supported for:
- Agreements containing multiple documents.
- Scanned documents.
- Password-protected files.
- Encrypted files.
- Page insertion or page removal.
Things to know
- Editing is available only before the agreement is sent.
- Existing form fields remain attached to the document during editing.
- Editing changes become part of the final signed PDF.
- Page insertion, page removal, and document reordering are not supported.
- The Edit document option may be unavailable if the uploaded document is unsupported.
Why the Edit option may be unavailable
The Edit document option may be unavailable for one or more of the following reasons:
- Your administrator has not enabled document editing.
- The agreement contains multiple documents.
- The uploaded document is scanned, encrypted, or password-protected.
- The uploaded file type is unsupported. See SYSTEM REQUIREMENTS.
- The agreement has already been sent for signature.
- The agreement already contains signatures.
- Your organization uses an unsupported environment or integration configuration.
If the document cannot be edited, you may need to update the original file and upload a revised version of the agreement document.
