Once a document is signed by one party, it becomes locked for editing, but it can be reopened for editing by clearing the single signature. The party who signs the document first will need to clear his/her signature to reopen the document. Only the signee can clear his/her signature; the appraiser cannot clear a signature on behalf of the appraisee and vice versa. After both parties have signed the document, the document becomes permanently locked and cannot be reopened for editing.
The best practice is for the appraisee to sign the document first. If the appraiser needs to edit the document, the appraisee will need to clear his/her electronic signature by following the steps below:
- Select the Electronically Sign button in the toolbar.
- Click the box with your name showing Signed by Staff Member.
- Choose the Clear & Sign Again button.
- NOTE: This action simply clears the signature to reopen the document. To sign the document again, the appraisee will need to reenter his/her e-signature credentials.
Removing a Document
When an appraiser and appraisee both sign the document (even if one submits it as refused), the document is locked and cannot be edited. There is not a way to unlock the document; instead, it should be recreated and the old document should be removed. Only users with the Appraisal Administrator role are able to remove documents.