Action Bar: Change Signer

Change Signer

To change the signer of your transaction, you can use "Change Signer". This will update the signature block's email-address of the target transaction.

Steps:

1.) Select the target transaction.

2.) You will be given the option of "Change Signer" above your grid view, if the transaction is already in SENT or ACTIVE Status. 

3.) Press the "From" drop-down, to choose the target email-address/signer you would like to update.

Then enter the new email-address inside the "To" field.

4. Enter the phone number of the signer, and press CHANGE button.

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Who can use this feature: All Admins, Publishers

*note: If your company has EAP/Access Code enabled, you will be prompted to enter a phone number for the new signer.

Example Scenario: A Publisher may accidentally enter a client's email address with a typo in the landing pages. This error will also be reflected in the signing document fields as well as signature blocks. Unfortunately, the publisher might not realize that a typo exists until after they have sent the document to the wrong recipient or during reviewing of the signing package.

The publisher can use the Change Signer feature from the workspace to update the recipient, but there will be fields within the document that are still displaying the erroneous email address. Finding each of these fields to update can be a time consuming process.

The Change Signer feature has a checkbox that will also find and replace any text fields that contain the erroneous email address with the new email address.