Learn about signature requests and how to make edits to the signees list
You may need to make changes to the signees list if you, for example, need to
- add another signee
- remove a signee
- replace an existing signee with another person
- make minor edits to the email address (usually due to a typo)
As long as you haven't sent a contract for signing, you can adjust your list of signees.
However, after a signature has been requested, it is not possible to make any changes to the signees list. This is mainly due to compliance reasons and the strict EU regulations by legally binding e-signatures used in Precisely.
In order to make any changes, you'll need to
1. Cancel a signature request
2. Make necessary changes
3. Send a contract for signing again
STEP 1/3: Canceling a signature request
To cancel an active signature request, simply
-
Click Draft & sign in the top menu and click the project that has an active signature request,
-
Click the Cancel signing button in the document’s options.
Once canceled, the signature page is no longer accessible via email link and any signatures that have already been made are revoked.
STEP 2/3: Make edits to the signees list
Add, remove, change or edit your signees.
Make sure to double-check everything before sending the contract for signing again!
STEP 3/3: Send the contract for signing again
When everything's ready, don't forget to send the contract for signing again.
Please note:
Even if some of the signees have already signed before you've canceled the signature request, everyone will need to sign the contract again.
Also, your signees do not receive any information that the signature request has been canceled unless they try to access the signature page. Because of this, it’s good practice to include information about why the request was canceled when sending the document for signing anew. Don't forget you can save your messages to reuse them later.