How to Edit a Document

You can edit the information entered in YachtCloser as many times as needed before sending a document for signature.  Once you either send your document for eSignature or add a signature using the Hand Sign feature, the document will transition to a Pending status and will no longer automatically populate with new edits.

If you need to make changes to a document in Pending or Signed status, you must use the Reset feature on the Documents page.  To do so, navigate to the Documents page on either the Inventory or Deal tab.  Check the box next to the document you wish to reset and select the Reset button under Options.

The Reset button refreshes the document and returns it to a Draft status.  Any new edits made to the listing or deal pages will then be reflected in the new Draft document.

Please note: by clicking Reset, the document is refreshed and any previous signatures are removed.  You will need to resend the new document for eSignature.  The old document will be saved under the Archives page.