Allow Users to manage their recipients at any point before the document is actually sent for signature
Description: We've received feedback from our Users stating that they cannot edit recipients during signature process once they move to the Add fields and Preview section. Users are then forced to close the window and launch the signature process again to have access to the recipient's section. If there's a typo on the email, or if additional people need to be added as CC, they are not able to make the necessary corrections/additions.
Note: This is BEFORE clicking the SEND button, in other words while preparing the document to send.
GOAL: Allow Users to manage their recipients at any point before the document is actually sent for signature.
- Start a signature process with Adobe Sign as the signature provider
- Add recipients and move forward to the ADD FIELDS section
Observed result: Users cannot edit the recipients section anymore. There's no option to edit the recipients and are forced to close the window and start again.
Expected result: Users is able edit the recipients before the document is actually sent out for signature
Please attached file after going back to preview recipients' section is grayed out
ma.renda.mendoza
shared this idea
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ma.renda.mendoza
commented
Please consider this feature request. Thanks!