Use Copy signing when you want to create a new transaction based on a transaction you have already sent.
What is copied?
When you copy a transaction, Addo Sign creates a new transaction based on the previous one.
The copied transaction can include:
Recipients
Documents
Signing methods
Authentication settings
Notification settings
Other signing settings used in the original transaction
You can edit the new transaction before sending it. This means you can reuse the same setup or change details such as recipients, documents, signing methods, or message text.
Who can copy a transaction?
You can copy your own transactions.
Group administrators and administrators can also copy transactions from other users on the same account.
Before you start
You cannot copy a transaction more than 10 days after the transaction has expired, because the files in the transaction are no longer stored after that period.
If the transaction can no longer be copied, create a new transaction instead.
Copy a transaction
Go to Overview.
Open the transaction you want to copy.
If the transaction has multiple recipients, select the relevant recipient from the dropdown.
Click the three dots (⋯) in the top-right corner of the transaction window.
Select Copy signing
Use Copy signing from the transaction menu to create a new transaction based on an existing one.
The person who copies the transaction becomes the owner and sender of the new transaction.
You are taken to the Send page, where the new transaction is prefilled with the copied settings.
Review the transaction, make any changes you need, and send it when ready.
If you cannot copy a transaction
If Copy signing is not available, check whether:
The transaction expired more than 10 days ago
The files are no longer available
You have permission to copy the transaction
You are trying to copy a transaction from another user without having administrator access
You are viewing the correct transaction in Overview
Before contacting support
Before contacting Addo Sign Support, you should check:
Whether the transaction expired more than 10 days ago
Whether Copy transaction is available in the transaction menu
Whether you have access to copy the transaction
Whether the transaction belongs to another user on the account
Whether you can create a new transaction instead
If you still need help, include:
Transaction ID
Signing ID
Current transaction status
Sender name and e-mail address
Screenshot of the transaction menu
Description of what you expected to copy