How Signers Update Their Signature in an eSign Packet

This guide provides instructions for signers on how to change their electronic signature before and during an eSign session.

Changing the Signature

Signers have two primary ways to update their signature within an eSign packet:

1. Initial Prompt: Upon first opening the eSign packet, the Signer is immediately prompted to either Confirm their existing signature or Change it.
2. During Signing: Signers can use the Update Signature button located on the left-hand side of their screen at any time before applying the signature. Clicking this allows them to adjust the spelling ahead of signing.

Step-by-Step: Applying the Updated Signature

For either option above, the Signer will follow these steps to confirm and apply their desired signature:

1. The Signer clicks Change Signature, adjusts the spelling of their name, and then clicks Save.
2. A final confirmation window will appear, giving them the option to select 'Change Signature' again or click 'Confirm & Begin Signing'.
3. The Signer then clicks on the signature field within the document to apply the signature.

⚠️ Critical Warnings

Correcting the Legal Name

The signature update process only changes the signature.

• If the Signer's name is incorrect (e.g., a spelling error in the printed name next to the signature or in a Full Name annotation), the Signer cannot fix this.
• The packet creator must correct the name from the Signers section on the Packet Details page.

Correcting Signature Style After Signing

• Impact: When a Signer updates their signature appearance mid-session, the new signature only applies to signatures completed going forward. Any signature annotations completed before the update will retain the old signature.
• Action Required: The Signer must immediately contact the packet creator/sender.
• Packet Creator Action: The creator will need to delete and re-add any previously completed signature annotations to force them to be signed again using the new, updated signature appearance.