Modifying joint signers group in flight

Navigating the process of managing joint signers after an eSignature package has been sent or scheduled can be helpful smoothing the signing process.

Here's how you do it:

1. Go to the detailed view of the package
   • Navigate to the list of your packages.
   • Locate the desired package.
   • Click on the drop-down menu adjacent to the package name.
   • Select 'view details' to proceed to the view details page.
2. Access the "joint signers" button in the header
   • Look for the "More" button and click on it.
   • A drop-down menu will appear. From the list of options, select 'manage joint signers'.
3. Modify the joint signers group in the modal screen
   • To group signers, select the names and click on the 'group' option.
   • If you wish to ungroup, select the grouped names and choose the 'ungroup' option.
   • Make any additional modifications as needed to best suit your requirements.