> **Source:** https://knowledge.leegality.com/document-execution/workflows/edit-workflow
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# Edit a workflow

Editing a workflow allows you to make changes to specific stages of your workflow configuration even after it has been created and published. You can modify document settings, adjust invitee configurations, or update signature placement without rebuilding the workflow from scratch.

> **Info — Note**
>
> Editing a workflow does not affect documents that have already been sent. Changes only apply to documents sent using the modified workflow after the edits are saved.

## How to edit a workflow

1. Go to **Dashboard** and select **Workflows** from the left panel.
2. Locate the workflow you want to edit.
3. Click on the **Three Dots (⋮)** on the right side of the workflow.
4. Select **Edit** from the dropdown menu.
5. A dialog box appears with three options. Choose the stage you want to modify and click **Confirm**.

### Document Configuration

Select this option to make changes to the document preparation stage of your workflow. You can:

* Choose a different template or change template settings
* Add or remove PDF files
* Update stamp usage settings (stamp series, stamp groups, or uploaded stamps)
* Change instructions for workflow runners

### Invitee Configuration

Select this option to modify invitee-related settings. You can:

* Add or remove invitees from the workflow
* Change invitee roles (Signer, Reviewer, Group Invitee, CC)
* Modify eSign type and configuration for each invitee
* Update signing order settings
* Adjust security features (authentication, GPS location, identity verification)
* Configure notification delivery methods (Email, SMS, WhatsApp)
* Modify signature appearance settings
* Update other invitee-specific options (webhooks, supporting documents, additional consent)

### Signature Placement

Select this option if you only want to change signature coordinate placement on the document. This allows you to:

* Adjust the position of signature boxes on the document
* Add or remove signature placements

> **Tip**
>
> If you only need to adjust signature positions, use the Document Placement option to skip directly to that stage and save time.

## Save your changes

After making your edits in the selected stage:

1. Review your changes carefully.
2. Click **Save** to apply the modifications to the workflow.

## Download API payload after editing

If you use API to run workflows, you must download the updated JSON payload after editing a workflow. The previous payload will not reflect your recent changes. To download the updated API payload:

1. Go to **Dashboard** and select **Workflows** from the left panel.
2. Locate the edited workflow.
3. Click on the **Three Dots (⋮)** and select **Download API Payload**.

The updated JSON file will be downloaded, containing all your recent modifications. Use this file in your API 3.0 POST requests to ensure your workflow runs with the correct configuration.