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How to Update a Document and Get All Members to Re-sign It

Updated over 10 months ago

When you need to update an existing document and ensure all your members sign the new version, here's the most straightforward way to do it:

  1. Copy the Original Document: Before making any edits, create a copy of the existing document.

  2. Edit the New Document: Rename the copied document (e.g., "Waiver - Updated June 2025"), add any new fields, and make your desired content changes.

  3. Assign to All Not Yet Signed: Click "Assign" and then select "Add to All Not Yet Assigned" to prompt all members to sign the updated document.

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