Edit a Packet

Overview: This guide will teach you how to make adjustments to existing paperwork.

1. Navigate to "SprySign" in your admin Portal.
2. From your SprySign homepage under the "Packets" tab, locate the packet you need to make edits to.
3. Determine whether your packet is currently "Published" or "Unpublished" by referencing the 'Status' column next to the packet name.
4. This status will determine the types of edits you are able to make to the packet. Please review before proceeding:

   1. Published: make minor edits to the packet settings and the form(s) within.

      • Edit Basic Info: Change packet name or description.
      • Change Sender Permissions: Modify who can initiate or send this form.
      • Adjust Workflows: Adjust workflows to choose who needs to receive a form and in what order. 
      • Share Packet: Choose users who will be able to view and make edits to this packet. 
      • Minor form edits: Rearrange the order or change the text of questions.
      • To make major changes to a published packet, you will need to clone the packet (click on the three dots to the right of the form and click "Clone") and edit the new version.
   2. Unpublished: no editing restrictions -- make any necessary changes to the packet settings and/or the forms within it. This includes everything listed above under "Published", as well as the following:
      • Edit Forms: Reorder, change, add or delete questions to forms already in the packet.
      • Add Forms: Add new forms to the packet from scratch, import PDFs, or use existing forms.
5. Next, hover over the packet you need to edit and click the pencil icon on the right hand side of the screen to proceed to the edit view and make any necessary changes.