How to edit and resend a SignIT order
Making changes to an existing SignIT order
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Step 1: Locate the SignIT order
- From your case management software, locate the SignIT order in the relevant matter and double-click. InfoTrack will open the order at the SignIT dashboard view.
- Alternatively, log into InfoTrack and locate the SignIt order in your Orders list. Click on the hyperlinked Status to open the SignIT order at the dashboard view.
Step 2: Open the signer details editor
- Click the drop-down symbol in the Signing column on any order entry, and a list of all signers will appear. Click on the one you want to edit.
Step 3: Edit the signer's email address
- An Edit signer details modal will appear, and the signer's email address will be editable. Amend the email address as required, and click Resend.
- Your document will be sent to the amended / changed email address.