It is possible to change certain details for a signatory after a transaction has been sent, but only until the signatory has identified themselves or signed.
Note: Signatories will not receive a notification when changes are made unless you manually send them a message.
What Is a Transaction?
In this guide, a transaction refers to the entire signing package:
One or more documents sent for signature, and one or more signatories.
What Can Be Changed After Sending?
As long as the transaction is still active and the signatory hasn't signed, you can change the following under regarding the recipient under "Signer":
Name
Email
Phone number
Social Security Number (PIN)
Note that you can only modify the fields that were included when the transaction was created. New fields (e.g. SSN or phone number) cannot be added afterward if they were not originally included.
How to Make Changes
Go to the Overview
Find and select the transaction
If there are multiple signatories, select the transaction first, then choose the specific signer
3. A pop-up window with transaction details will appear
Change Recipient Details
You can also change personal details of the signer.
To update name, email, phone or Social Security Number (PIN):
Click the Edit button next to the signer’s name/email
2. Update the fields as needed
3. Click Save
A green pop-up will confirm your changes.
To send a new notification:
If the email or phone number was changed, click Send new notification to signer
