HOW TO TUTORIALS Correct recipient

If you've entered a recipients details wrong or sent a document to the wrong person, PleaseSign allows you to correct the recipient. This will save you having to void and recreate the document. This can only be done on documents that have not been completed, if the wrong recipient has completed the document you will then have to void and recreate it.

RESOURCES >> Documents and Templates

step one

step one

How to correct the recipient

  • From your sent dashboard, select the document you need to correct a recipient on.

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step two

step two

  • Once the document is open, locate the recipient you wish to correct.
  • Click the actions button to reveal a menu and click the Correct recipient button.

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step tHREE

step tHREE

  • A window will open allowing you to change the name and email address of the recipient.
  • Correct the appropriate fields, and click confirm to re-send the document.

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