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How Does the "Duplicate Document" Feature Work?

The Duplicate feature allows you to instantly create a new signing workflow based on a previously sent document. This eliminates the need to manually place signature fields or configure workflow settings from scratch.

Availability: This feature is included at no extra charge in the eSign PRO and eSign PREMIUM plans.

Step-by-Step Guide

  1. Go to your documents list
    Navigate to your document dashboard (active or completed/archived documents).
  2. Open the actions menu
    Locate the document you want to copy and click the three dots icon next to it.
  3. Select the duplicate option
    Choose Duplicate from the dropdown menu.
  4. Customize and send
    The editor will open with all preset fields and configurations intact. Here, you can:
    • replace the document file with a new version while keeping the field layout,
    • update or change the recipient list,
    • make final adjustments and launch the signing workflow in one click.