⚠️ Editing a locked document will remove all signatures from the document. This cannot be reversed and our team is not able to retrieve any previous versions of the Document.
Once a document is marked as Completed in Event Temple, it becomes locked for editing to protect signed or finalized content. If you need to make changes, you can easily reopen it as a draft.
Steps to Edit a Completed Document
Open the Document
Navigate to your Booking and open the Documents tab.
Click on the document you’d like to edit.
Click “Edit”
On the bottom left of the document information section, select Edit. Once a document is marked as Completed in Event Temple, it becomes locked for editing to protect signed or finalized content. If you need to make changes, you can easily reopen it as a draft.
Steps to Edit a Completed Document
Open the Document
Navigate to your Booking and open the Documents tab.
Click on the document you’d like to edit.
Click “Edit”
In the top-right corner, select Edit.
A confirmation window will appear.
Confirm the Edit
The system will display a message warning that:
“This document has already been submitted. If you wish to proceed with editing, the document status will change to Draft and any existing signatures will be cleared.”
Click OK to confirm.
Make Your Changes
The document will now switch to Draft status.
You can edit the content freely using the available text, image, and merge field options.
Save and Complete
Once your updates are done, click Save.
Then go to Actions → Mark as Completed to finalize the document again.
Important Notes
Reverting a document to Draft will remove all client and vendor signatures.
To keep a signed copy intact, you can instead Clone the document before editing.
Go to Actions → Clone to create an editable duplicate.
