/ /
Edit signer details after sending the signature request
Updated 4 days ago

You can edit the signature requests that are sent out but are not completed. Visit the Waiting For Others section > click on the three dots > Edit.

Note: It's not possible to edit the details of that signer who have already signed the document.

  1. Navigate to the Waiting for Others Section:
    Begin by locating and accessing the "Waiting for Others" section where your documents are listed.

  2. Select Edit:
    From the drop-down menu of the document you want to edit, choose the "Edit" option.

    Screenshot 2025-09-27 at 2.23.25 AM.png

  3. Edit Document Details:
    On the next screen, you have the ability to edit various details such as signers and messages.

  4. Proceed to Fields Panel:
    Click "Next" to move forward. In the Fields panel, select the field you wish to edit or add new fields as necessary.

  5. Review and Send:
    Click on "Review and Send" in the navigation bar to proceed to the final review stage.

    Screenshot 2025-09-27 at 2.24.48 AM.png

  6. Compare and Review Changes:
    In the pop-up that appears, carefully compare and review all the changes you have made.

    Screenshot 2025-09-27 at 2.25.30 AM.png

  7. Finalize the Action:
    Once satisfied with the edits, click "Send" to finalize and send the document.

By following these steps, you can efficiently review and edit your documents.

Note: You can only edit documents that are still pending (i.e., not yet signed). Once a document is signed or completed, it cannot be edited.

Note: Modifying the signing order and adding/replacing documents is not supported. If you have a need for these, please request it here.


Was this article helpful?