Once a case file has been sent out for signing, some things can still be edited — but many can't. Here's a simple breakdown.
Things you CAN change:
- Email address of a signer
- Name of a signer
- SSN or VATIN number — you can add, change, or delete this
- Delete a signer
- Reminder interval (how often reminders are sent)
- Case file title
- Access control — you can add this after sending
- Simple Electronic Signatures — you can allow this, but only if no access control has already been set on the document
- 'On Behalf Of' — you can add or change this
- Resend the request to a signer
- Expiry date of the case file
- Case file reference — you can add or change this
Things you CANNOT change:
- Add a new signer
- Activation date
- Add a document to the case file
- Delete a document from the case file
- Document
- A signer's role
- The PDF file — you can't change or add one
- The signing flow
- Copy recipients — you can't add or change these
- Enable/Disable sensitive data