When an E-signature Document needs changes, don't edit or delete the original. Upload an updated copy as a new Document instead. The original and every copy your customers already signed stay available in Enrollsy.
Before You Start
Don't delete the original E-signature Document. Deleting it removes every signed and unsigned copy of that Document from Enrollsy
Give the new Document a name that includes the year or enrollment period so it's easy to tell apart from the original, for example Enrollment Packet 2026–2027
Step 1 — Download and Edit the PDF
Go to My Company > Forms > Documents
Click the down arrow next to the Document you need to change to download it
Make your changes in a PDF editor, or convert the PDF to a Word document, edit it and convert it back to a PDF
Free tools like iLovePDF can edit and convert PDFs.
Step 2 — Update Enroll Form Fields If Needed
If any Enroll Form fields mapped to the Document need to change, update them now, before you map fields to the new Document. Any field that's required on the Enroll Form will also be required on the E-signature Document.
Be careful before you delete Enroll Form questions. If you delete a field that customers have already answered, the field and their answers are erased from their accounts. For safer ways to remove a field, see How to Edit & Organize Enroll Form Fields.
Step 3 — Upload the New Document
Go to My Company > Forms > Documents
Click the plus button under E-signature Documents
Upload your edited PDF and give it a new name
For full setup steps, see How to Create, Test and Send an E-signature Document.
Step 4 — Map the Fields
Set up the new Document the same way as the original. Open the original in the Design Editor to use as a guide.
Map Fields Yourself
If the fields on the new Document are very different from the original, you'll need to map them yourself. For help, see Enrollsy's Design Tool for E-signature Documents.
Have Enrollsy Copy the Fields
If the fields are nearly the same as the original, our Support team can copy them over for you:
Contact us through Support Chat in the Enrollsy app
Share the names of the original and new E-signature Documents
Allow 1–2 business days, and tell us if you need it sooner
When the fields are mapped, we'll let you know and send you a test signature email so you can check that everything is correct.