Update/Reassign a Signer

Update/Reassign a Signer

Even if your workflow template is set to automatically send your signature packet out for signature once all of the approvals are collected, signature coordinators can still edit signers. 

If you edit the signers after a signature packet has already been sent out, the signature packet will be canceled, and the signers who received the signature packet already will be notified.

Update the Counterparty Signer's Information

1. Click the More options icon (vertical ellipsis) next to the signer, and then click Edit. 
2. Update the existing signer’s information, or add a new signer’s information. 
3. Provide a reason for the update. 
4. Click Save signer.

Update a Company Signer

1. Click the More options icon (vertical ellipsis) next to the signer, and then click Edit. 
2. Select a new signer from the dropdown. 
   • Note: The options in the dropdown are designated in the workflow template, so if a group or individual users are assigned the company signer role in the template, they are included in the dropdown. 
3. Provide a reason for the update. 

4. Click Save signer.

   

Changes for both of these steps are documented in the Activity Feed. 

After you finish your updates and reassignments, you must manually send the signature packet out for signatures by clicking Send for signature.

Once the signature packet is sent out, the first signer is labeled Awaiting signature. 

Once the first signer signs the packet, their signature status is updated to Signed and the packet is automatically sent to the next signer.