Sometimes after dispatching an eSignature package, you might find the need to modify a signer's details. Whether it's an error, a last-minute change, or another reason, Pactima makes this process simple and straightforward. Follow the steps below to learn how to edit a signer's information after a package has been sent or scheduled:
Here's how to do so:
- Locate Your Package
- Begin by navigating to the list of your sent or scheduled eSignature packages.
- Identify the package containing the signer details you want to modify.
- Click on the package, then select "view details". This will take you to a more comprehensive page detailing the package's content.
- Access Signer's Options
- Within the package details, locate the "recipients" section.
- Scan the list to find the signer (referred to here as the 'client') whose details you wish to change.
- On the right side of the signer's entry, you'll see three vertical dots, which is the "more options" or "ellipsis" icon.
- Edit Signer's Information
- Click on the three-dot icon. A dropdown or context menu will appear.
- Select "edit signer info" from this menu.
- You will now be presented with fields allowing you to modify various details associated with the signer, such as their name and email. Ensure you make the necessary changes accurately.
- Adjust Additional Options (if applicable)
- If the session involves a remote online notarization, you'll also see eNotary validation requirements.
- This section allows for edits as well, meaning you can adjust the eNotary requirements without having to restart the entire process.
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