Rescheduling or cancelling Live eSignature during the signing ceremony

Unexpected events can necessitate the rescheduling or cancelling of a live eSignature session, even during the ceremony. Whether due to a change in availability or other unforeseen circumstances, Pactima provides the flexibility to adapt your sessions accordingly.

Here's a straightforward guide to modifying your live session plans:

1. Navigate to More Options: While in your live session, look to the bottom left of your screen to find the 'More' button — this is usually indicated by three vertical dots.

2. Select Reschedule or Cancel: After clicking 'More', you'll see a dropdown menu. From here, you have two crucial options:

   • Reschedule: If your client needs a different time slot, choose 'Reschedule'. This will prompt you to select a new date, time, and, if necessary, time zone.
   • Cancel: If the session is no longer required, selecting 'Cancel' will initiate the process of discontinuing the current session.

3. Confirm Your Action: Whether you choose to reschedule or cancel, a confirmation prompt will appear.

   • For rescheduling eNotary sessions, you can modify the eNotary authentication options.

   • For cancellations, you'll acknowledge that the session will no longer be active upon confirmation.

4. Final Steps:

   • For Rescheduling: After confirmation, the current session ends, and all participants are notified of the new date and time.
   • For Cancellation: Confirming cancellation will immediately terminate the session, and all involved parties will be informed.