📖 Table of content
Once the signature request is sent, various recipients (approvers, signers, and copy recipients) will be invited to validate, sign, and/or follow the signature request based on the signature request's settings. You can make various types of modifications:
You can edit the information of an approver.
You can edit the information of a signer.
You can add or edit copy recipients (e.g., followers).
You can edit the due date.
You can cancel the signature request.
Edit the approver's details
As long as the approver has not approved the signature request, you can modify their information. Here's how:
Access the Signatures page.
Locate the signature request you want to modify.
Click on the name of the signature request in the "To approve" status that you want to edit.
This takes you to the details page of the signature request.
Click on the "..." to the right of the approver you want to edit.
Click on "Edit."
Adjust the approver's information:
Name
First name
Email (a new email will be sent to them)
Language
Validate by clicking "Update recipient."
Note: You cannot modify the information of an approver if they have already approved the signature request.
Edit the signer's details
As long as the signer has not signed the signature request, you can modify their information. Here's how:
Access the Signatures page.
Locate the signature request you want to modify.
Click on the name of the signature request in the "To approve" or "In progress" status that you want to edit.
This takes you to the details page of the signature request.
Click on the "..." to the right of the signer you want to edit.
Click on "edit."
Adjust the signer's information:
Name
First name
Email (a new email will be sent to them)
Phone number
Language
Authentication method (only if using Simple Electronic Signature)
Validate by clicking "Update recipient."
Note: You cannot change the information of a signer if they have already signed the signature request.
Add and edit followers
It is possible to add followers and modify existing ones. Here's how:
Access the Signatures page.
Locate the signature request you want to edit.
Click on the name of the signature request you want to edit.
This takes you to the details page of the signature request.
Click at the top on "Share."
Add followers if necessary.
Remove followers if necessary.
Edit the due date
Once you have sent your signature request, you can modify its expiration date at any time:
Access the Signatures page.
Locate the signature request you want to edit.
Click on the name of the signature request.
This takes you to the details page of the signature request. The due date is displayed at the top left next to the ⌛️ icon.
Click at the top right on "..." next to the green button and select "Edit expiration date."
Select the new expiration date on the calendar (you can shorten or extend it up to one year).
Validate your choice by clicking "Update expiration date."
Cancel the signature request
If you want to edit:
any of the documents in your signature request
the authentication method of a signer who has already signed
the signature level
add or remove a signer
add or remove an approver
You must cancel the ongoing signature request, then duplicate it and make the modifications.
If you cancel a signature request, approvers and signers will no longer have access.