Summary

In this article, we walk through the steps to change an order after it has been submitted or processed.

Steps:

  1. Navigate to Manage Quotes or Manage Orders

  2. Hover over the three dots (…) & click Request Review

  3. You have the option to Cancel the signature and add any notes about what you intend to change (an admin will need to approve the change request)

  4. Click Request Review

After an admin has approved the Change Request you will be able to load the order and make any changes needed.

  1. Load Order

  2. Make needed changes to the order

  3. Submit Order

Note: If the signature is not canceled then the signed documents will not match any changes made to the order