Functionality | Can be changed | |
Change email address | Yes | |
Change Name | Yes | |
Change / Delete / Add SSN or VATIN number | Yes | |
Add Signer | No | |
Delete Signer | Yes | |
Change Activation date | No | |
Add a Document | No | |
Delete a Document | No | |
Change document or case file type | No | |
Change the role of a signer | No | |
Change or add PDF file | No | |
Change the signing flow | No | |
Change reminder interval | Yes | |
Add or change copy recipients | No | |
Change the title of a case file | Yes | |
Add Access control | Yes | |
Enable sensitive data | No | |
Allow Simple Electronic Signatures | Yes* | |
Change or Add 'On Behalf of' | Yes | |
Resend request | Yes | |
Change expire date | Yes | |
Change / Add case file reference | Yes |
*Only possible if no access control has been set on the document
Have a look at these articles to learn more about how to make changes in a case file after it's been sent out: