How do I change a report after I signed it?

A signed report never changes. To correct it, you make a new version, sign it and send it again. Every earlier version stays on record.

On the web

1. Open the signed report and open More report actions.
2. Select Edit as a new version.
3. The dialog Edit a signed report? explains that your first change creates the next version, unsigned. Select Edit as v2 (or the next number).
4. Make your changes, then sign and send the new version.

On the phone

1. Open the signed report, tap ••• and choose Edit.
2. The app shows that the signed version stays signed and which version you will edit.

See and compare versions

• On the web, the Versions panel lists every version.
• Select Compare with an earlier version to see what changed. Each figure is marked Unchanged, Changed, Added or Removed. Select Close compare to go back.
• On the phone, open ••• and choose Versions.

An older version shows This is an older version, kept as history. It can’t be edited or signed. Use Open the newer version to jump ahead.

Good to know

• The client keeps the version you sent them. Send the new version so they have the correction.
• Versions need a connection on the phone.
• A team admin can also Unapprove a signed report to undo the signature.