How to Edit Signer Information

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

There may be times when you have to adjust the spelling of a signer's name, or their email address, which can be done without entirely deleting the person and starting over. Depending on how far along in the signing process the transaction is when you make these changes, deletion could no longer be an option.

Follow these steps:

1. Access the transaction and click the "Modify transaction" button found on the Status screen.  This will suspend the transaction for the signers while you make changes, so they cannot sign until the transaciton becomes active once again.
   
   
2. Go to the "Signers" tab on the transaction.
   
   
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.
5. Click on Apply.
6. Resume the transaction from the Status screen.