Once a document or invitation has been sent, editing is limited. This guide explains what information can be changed and how to proceed if you want to add signers or make other changes after sending.
Can additional signers be added to a document afterwards?
Signers cannot be added after the invitation has been sent. All signers must be included during the document creation phase.
If a signer was accidentally left out of the original invitation, we do not recommend sending a document that has already been signed in Visma Sign again for signing. Doing so may cause previous signatures and audit stamps to become difficult to read, which can complicate the review of the document later.
To include a missing signature in the same document, you can proceed as follows:
A. Create a new invitation including all signers at once, and send it again to everyone (recommended).
B. Download the document and collect the missing signatures manually afterwards.
C. As a last option, you can create an addendum referring to the original document, which can then be signed separately.
Is it possible to edit the invited person's email address or phone number?
You can only change an invited signer's email address or phone number if the invitation status is "Invitation Sent." This is possible even if other parties have already signed their invitations – you can still edit the information for individuals who haven't opened their invitation yet.
To update an invited signer's details:
1. Open the document details by clicking its name.
2. In the Signatures section, click the Edit Signees button.
3. Update the email address or phone number and save the changes.
After saving, a new invitation will automatically be sent with the updated information via email and/or SMS.
How do I cancel a sent invitation?
You can cancel a sent invitation by navigating to Documents > Clicking the name of the invitation to open the detail page of the document > 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.
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 invitation settings cannot be edited afterward?
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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