Go to document screen (in this case we are in a Form pipeline screen) and click on the cog on the card of the document you need to move.
Then select Move Document to..
Select the stage you want to move the document to. In this example, we'll select Draft
Your document will now appear in the selected Pipeline;
You can now open the document and edit and re-send when necessary.
NB. If you have moved a document because you need to send it again, this will trigger any workflow connected with it. e.g. if you are moving an Accepted Employment Contract back to Draft to re-send it, on acceptance, this could re-send all your Policies too. Please contact elaine@quoteonsite.com for more information and support.