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. A new browser window pops open with all the templates for Terms & Conditions. On the left side, expand the Shared Templates folder and double-click the one you want to modify. Show me...

6. The original Terms & Conditions text will appear in the rich text editor on the right side of the window. Click the Format tab. Show me...

7. To remove text: Show me...
   1. Highlight the text you want to remove.
   2. With text highlighted, click the drop-down arrow next to the U and select StrikeThrough.
   3. Then click the drop-down arrow next to the font color box (#000000) and select red.

8. To add text: Show me...
   1. Type your new text.
   2. Highlight all the new text.
   3. Then click the drop-down arrow next to the font color box (#000000) and select red.

9. When you are done making changes, click the Set and Close 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.