For the complete documentation index, see llms.txt
For the complete documentation index, see llms.txt
Editing Signer Info for an In-Flight Package
Sometimes after dispatching an eSignature package, you might need to modify a signer’s details. You can do this after a package has been sent or scheduled by following these steps:
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1. **Locate your package**
- Navigate 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"**.
2. **Access signer options**
- Within the package details, locate the **"recipients"** section.
- Find the signer whose details you want to change.
- On the right side of the signer’s entry, click the three vertical dots.
3. **Edit signer information**
- From the menu, select **"edit signer info"**.
- Update the available fields, such as the signer’s name and email.
- Make sure your changes are accurate before proceeding.
4. **Adjust additional options if applicable**
- If the session involves a remote online notarization, you will also see **eNotary validation requirements**.
- You can edit those requirements here as well, without restarting the process.