correcting an envelope emial

Posted about 1 month ago by SkySlope Support

Post a topic
S
SkySlope Support Admin

Created By Jerome Naleski PLLC

Requester

I sent a doc for signing to 7 different people. 6 signed and the 7th, I had the wrong email. I then had to download what was already signed and then start new. I also had to re-enter all the other folks so they could get a copy, and I had to add them as new instead of ones that were already in there. This does not save time or help. I wish I could adjust the 1 email in the envelope instead of starting again, I was able to do this in Transaction desk. 

0 Votes


1 Comments

S

SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Jerome! 

Sorry to hear about your experience. You can actually update the email address for a single (or multiple signers) without having to "correct" the in-progress envelope or start over. Here's how:

  1. One the envelope management screen, locate your specific envelope
  2. Click the 3 dots on the right for that envelope and choose Send Reminder
  3. Click the pencil icon next to the recipient you want to update
  4. Update the name and/or the email address of the recipient and click Save
  5. Click Send Reminder to send an invite to sign to the recipient with the updated changes
  6. Voila!

Here's a quick demo showing this in action:

0 Votes

Login or Sign up to post a comment