Egnyte provides the senders with the ability to edit an in-progress signature request. The senders can edit the general details, such as the request name and message. They can also edit the options available under Settings, such as expiration date, reminders, signature forwarding, and signed document location.
This enables senders to update request details as requirements change without having to cancel and recreate the signature request.
- Egnyte Sign is available as part of the PDF File Handler Add-On. Contact the account manager or Egnyte Sales team for more details on how to get access to this feature.
- Currently, options under General and Settings can be edited for an in-progress signature request.
- Only the senders can edit a signature request. Other users, such as other admins or power users cannot edit the requests.
Edit an In Progress Signature Request
- Navigate to Workflows & Signatures -> Signatures -> Sent Requests
- Click on the three-dots menu -> Edit
- Edit the desired details under General and Settings tabs. Click on Save changes
- Users will be notified if they try editing any other details apart from the ones under General and Settings.
The signature request will be updated and the email notification with the updated details will also be sent.
Audit Logs
The edits made in the signature request are captured in the audit logs and can be accessed from Signature Audit Reports.