Changing signers

You can change the signer in a transaction without deleting all of the associated tasks. 

Follow these steps:

  1. Access the transaction and click Modify.  This will suspend the transaction for the signers while you make changes.
  2. Go to the Manage Parties tab.
  3. Click on the gear symbol to the right of the party that needs to be changed.
  4. Change all information that needs to be changed being sure to pay close attention to the Authentication Method and Authentication Date to make changes as necessary.
  5. Click on Apply.
  6. Resume the transaction.