There could be scenarios after a Standard eSignature package has been sent where you need to adjust the participants. Perhaps consensus is reached, and everyone agrees a particular signer is no longer required. In such instances, removing a signer is a simple task, as opposed to having to re-draft the entire package. Here's a step-by-step guide on how to achieve this:
- Navigate to the Package Details
- To begin, locate the package from which you wish to remove a signer.
- Click on the package to access its detailed page. This page will provide you with an overview of the package's status, signers involved, and other pertinent details.
- Locate the Signer Options
- On the package details page, you'll find individual cards or sections for each signer, summarizing their information and signing status.
- On the right-hand side of the signer's card, you'll notice three vertical dots, often referred to as the "ellipsis" or "more options" icon.
- Removing the Signer
- Click on the three-dot icon on the desired signer's card. This action will open a dropdown or context menu with various options.
- From this menu, select "remove signer". A confirmation pop-up will appear.
- In the pop-up, review the information to ensure you're removing the correct signer. Once sure, confirm the action to remove the signer from the package.
And that concludes the process. It's always essential to double-check and ensure you're making changes to the right package and signer to avoid any unintended adjustments. This feature provides flexibility in managing your eSignature packages, ensuring they align with any changing requirements or decisions made post-dispatch.
Comments
0 comments
Please sign in to leave a comment.