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Fixing or Updating Incorrect Signer Details

Written by Nirmal Fakir

If a signer’s email address or mobile number is entered incorrectly or has since changed, the signing request may fail to deliver or the signer may not receive their One Time Pin. Updating these details ensures the document reaches the correct recipient without restarting the process.

Instructions

  1. Check Delivery Failure Notification

    • If delivery fails, you will receive an email explaining the reason.

    • Use the link provided in the email to update the signer’s details directly.

      Visual - Failed to delivery (Incorrect email Or Mobile Number)

      Visual - Failed to delivery (Incorrect email Or Mobile Number)

  2. Locate the Document

    • Go to your Documents list.

    • Find the relevant document and click View under the Actions column.

  3. Edit Signer Details

    • At the top of the page, locate the signer with incorrect details.

    • Click the dropdown next to Actions.

    • Select Edit Signer Details.

      Visual - Editing Signer Contact Details

      Visual - Editing Signer Contact Details

  4. Update and Save

    • Correct the email address or mobile number.

    • Save your changes to resend the signing request.


Expected Outcome

  • The updated signer receives the new signing request successfully.

  • The signing process continues without interruption.

  • Document status updates as the signer progresses.


FAQs

Can I edit signer details after they have signed?
No. Signer details can only be updated if the signer has not yet completed their portion.

Will updating signer details restart the document process?
No. The process continues from where it left off.

Will the signer receive a new notification after details are updated?
Yes. The system will automatically resend the signing request to the updated contact details.


Contact Support

Should you require any further assistance with this, please contact our Solutions team at [email protected]

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