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 edit the signer's email address if their invitation status is 'New'. You can see the status of invitation by going to the Documents section, opening the document's details page by clicking its name, and navigating to the Signatures section." 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.
Note: 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 the invitation you sent by first opening the invitation from the archive by clicking the invitation name. When the invitation details open on the screen, you will find the cancel button in the upper right corner of the page.
When the invitation is canceled, unused invitation links will be closed and can no longer be opened. Once the invitation is canceled, a delete button will appear in the same place, which you can use to completely remove the invitation from the archive if you wish.
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.
This article has been translated using an AI-based translation tool.
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