Edit a signer in a Workflow

Once you have added a signer to a Workflow, you can return to the signer editor modal to change the nickname, order, signer name, signer email, or signature requirements for any signer.

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From the Signer editor:

Navigate to the Signer editor.

How to navigate through the Signer editor

Select a signer to edit.

Hover over the signer you would like to edit. Click the edit pencil next to the signer name.

edit signer_ 1

Edit the signer.

Edit the signer details as needed and press save.

edit signer_2

From a signature field:

Navigate through the Workflow editor.

How to navigate through the Workflow editor

Select a signature field.

Draw a new or select an existing signature field on any PDF to open the field editor in the right side panel.

Click the Who needs to sign this field? dropdown. Hover over the signer you would like to edit in the dropdown and click the edit pencil icon to edit the signer in question.

edit signer_3

Edit the signer.

Edit the signer details as needed and click save.

edit signer_4

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Edit a signer in a Workflow

From the Signer editor:

Navigate to the Signer editor.

Select a signer to edit.

Edit the signer.

From a signature field:

Navigate through the Workflow editor.

Select a signature field.

Select a signer to edit from the signer dropdown.

Edit the signer.

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