Once the invitation has been sent, the ability to make changes to it becomes limited.
Editing the invited signer’s email address
You can only change the signer's email address after sending the invitation if their invitation status is "Invitation sent". It doesn't matter if other parties have already signed their own invitations. You can still edit the email address for the person who hasn't opened their invitation.
How to edit the invited signer’s email address:
- Open the document details page by clicking its name.
- Navigate to the Signatures tab.
- Click the three-dot menu and select Edit signees.
- Update the email address and save the changes.
Once saved, a new invitation will be automatically sent to the updated email address. If the two-factor authentication invitation feature is enabled, a new SMS will not be sent.
The phone number cannot be edited after the invitation has been sent.
Canceling the invitation
You can cancel a sent invitation by navigating to the Documents -section, clicking the name of the document, and selecting "Cancel invitations" from the three-dot menu in the top right corner.
Once the invitation is canceled, any unused invitation links will be deactivated and can no longer be opened. The "Delete document" button in the same location allows you to permanently remove the document from the archive if desired.
Note! You cannot cancel an invitation that has been sent to you. In this case, it is best to wait for the invitation to expire, so it will be automatically canceled, or you can ask the sender to cancel the invitation.
What cannot be edited in the invitation?
In addition to the above, the invitation cannot be edited in any other way after it has been sent. This means that, for example, the invitee's name and the validity period of the invitation cannot be changed. Signers cannot be added or removed at this stage. Also, the attached document cannot be modified after sending.
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