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How do I edit a document in PaperOS?

Listed below are the steps for how to edit a document in PaperOS.

  1. Complete the desired workflow.
  2. Finalize the document.
  3. Go to your email and open the document. 
  4. Click "suggest edits" on the top right.
  5. On the right, click the download button. The document will download to a Word document and you can make any edits desired. 
  6. Then upload the document in PandaDocs by clicking "Upload New Revision."
  7. Return to the workflow in PaperOS. Click approve changes. It will then resend it to all those who need to sign.

  

PaperOS is not an attorney or a law firm, and can only provide self-help services at your specific direction. Do not rely on any documents or information from PaperOS without consulting an attorney. PaperOS may partner with or refer clients to licensed attorneys, but such referral does not constitute an attorney-client relationship until the attorney is officially engaged by the client.