Changing signers
You can change the signer in a transaction without deleting all of the associated tasks.
Follow these steps:
- Access the transaction and click Modify. This will suspend the transaction for the signers while you make changes.
- Go to the Manage Parties tab.
- Click on the gear symbol to the right of the party that needs to be changed.
- 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.
- Click on Apply.
- Resume the transaction.