Edit Terms and Conditions

If a customer wants changes to the Terms and Conditions before signing, follow these steps.

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1. Open the customer's order, and click the Documents tab.
2. Scroll down to the DocuSign eSignature section, and click the Cancel Signature Request button. Show me...

3. Then go back up to the Contract Page section and click the Modify Terms checkbox. Show me...

4. A new entry for Custom Terms & Conditions appears. Double-click the text box next to it. Show me...

5. Click the Ellipsis. Show me...

6. Select Terms to edit. Show me...

7. The Terms appear.Show me...

8. To add/edit text: Show me...
   1. Type your new text or select the text to edit.
   2. Highlight all the text.
   3. To change text color, make it bold, or apply strikethrough, click the corresponding option on the formatting toolbar.

9. When you are done making changes, click the OK button at the bottom of the text editing window. Show Me...

10. Return to Step 30 of the main instructions to Generate the Contract Package again.