Resending an eSign Packet Invitation

This guide provides instructions on how to resend the invitation email for an eSign packet to either a specific Signer or all signers at once.

Step 1: Access the Packet

Navigate to the eSign Packet Details page for the packet you need to resend.

Step 2: Choose Your Resend Option

You have two options for resending the invitation: Specific Signer or All Signers.

Option 1: Resend to Specific Signers

Use this option to only send the reminder invitation to signers who have not yet completed the packet or whose original email may have been missed.

1. In the Signers section, find the name of the Signer you need to contact.
2. Click the More actions button (three dots: ...) next to the Signer's name.
3. Select Resend from the drop-down menu.

Additional Actions Available Here: By clicking the three dots, you can also select Edit to update the signer's name and/or email address, or select Delete to remove the signer from the packet entirely.

Option 2: Resend to All Signers

Use this option to quickly send a reminder invitation to all signers who have not yet completed the packet.

1. In the upper right corner, click the purple Invite All Signers button.

The 'Invite All Signers' button will not be visible if all documents are 'Ready to Sign'. If a document is in 'Uploaded' or 'Annotating' status, the button will not be visible.

The system will automatically generate and send a new invitation email to all participants who still require action on the packet.