View and Download Signature Packet Documents

View a Signature Packet Document

To view a signature packet document:

1. Click the workflow you want to update in your Dashboard.
2. Click the Signature packet you want to view under the Documents section.

When you click the signature packet, you'll be taken to the document viewer within Ironclad. You can open the document in Ironclad Editor, Google Docs, or Word Online to make changes by clicking the Open in button in the top left corner.

Download a Signature Packet Document

There are three different options for downloading a signature packet document:

• As the original file
• As a Word document
• As a PDF

To download a signature packet:

1. Click the workflow you want to update in your Dashboard.
2. Click the More options icon (vertical ellipsis) next to the signature packet underneath the Documents section. 
3. Select one of the three Download options:
   • Download
   • Download for Word Addin development
   • Download as PDF
4. Click Download again to confirm.

If you want to download the partially signed packet as a PDF:

1. Click the workflow you want to update in your Dashboard.
2. Click the Download button in the Documents section.
3. Select Download partially signed packet from the dropdown list.
4. Click Download again to confirm.

If you want to download a signed signature packet without any of the signatures, you can select Download packet without signatures from the dropdown menu instead.

To cancel a signature packet:

1. Click the workflow you want to update in your Dashboard.
2. Click the More options icon (vertical ellipsis) next to the signature packet underneath the Documents section. 

3. Click Cancel all signatures.

   

4. Under Cancellation reason, provide a reason for canceling.
5. Click Confirm packet cancellation. 

If someone has uploaded a new signature packet from outside of Ironclad, you'll also see the option to select Cancel latest signatures, which resets the signature packet to the original one.

You can also choose to cancel a signature packet and revert the workflow back to the Review step. 

In any case, canceling a signature packet will require you to retag the document for signatures. You can do this in the Sign step without going back to the Review step.