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Changing Signers for E-Signatures

This article covers the steps to update the signers on a previously sent signature request!

🔃 Access the Change Signers Pane

  1. Once inside a Project, click the [...] menu on the E-Signature Request task.
  2. Then click Change Signers.

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🔨 Make the Changes

  1. Verify the current signer's information and their signing status. If a signer has already signed, making a change will require them to sign again.
  2. Update the signer's email in the Replace with... field.
  3. If you need to remove a signer, click the Delete trash can icon.
  4. Once done, click Recreate e-signature, and we will send a new request out with the updated information!

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A brief confirmation window will appear. Click OK to complete the process.

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🎉 Complete!