ℹ️ Quick Overview: Update signer information or modify signing order even after the signing process has started, ensuring flexibility in your document execution workflow.
When to Edit Signers
Common scenarios requiring signer updates:
- Incorrect email address entered initially
- Signer name needs correction
- Signing order needs adjustment
Signer is unavailable and needs replacement
Accessing Signer Management
During Active Signing
- Navigate to your document with active signing
- Click 'Actions' in the top right of the page
Click "Update Signers" button
From Document Actions
- Open the document in your deals page
- Click the dropdown menu (▼)
- Select "Update Signers"