For the complete documentation index, see llms.txt
For the complete documentation index, see llms.txt
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, Snapdocs RON (formerly Pactima) provides the flexibility to adapt your sessions accordingly.
Here's a straightforward guide to modifying your live session plans:
## Canceling or rescheduling during live ceremony
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.