Use this option when you need to update settings that apply to the transaction as a whole, such as the expiration date, notification intervals, signing note, or reference number.
Before you start
Signing details are edited separately from Transaction details.
Use Signing details when you need to update settings that apply to the transaction as a whole. This includes Expiration date, Signing notifications, Final notification, Signing note, and Reference number.
Use Transaction details instead when you need to update signer-specific information, such as the the signer’s name, e-mail address, phone number, title, authentication method, or signature method.
You can only edit signing details while the transaction status still allows changes.
What can be changed in Signing details?
Depending on the transaction setup, you can edit:
Expiration date
Send notifications every
Final notification
Signing note
Reference number
Some fields in Signing details are shown for information only and cannot be edited, for example Sender name, Sender’s email, Created, Signing ID, and Signing token.
Edit signing details
Go to Overview.
Click the transaction row to open the transaction you want to update:
Open Signing details:
Click Edit.
Update the relevant fields.
Click Save.
Use Signing details to update Expiration date, Notification intervals, Signing note, and Reference number.
What happens next
The changes apply immediately, and the original signing link remains valid.
About expiration date
If you need to change the expiration date, use the separate article Change the expiration date of a transaction for the full rules and limits.
Message fields
Message fields are not part of Signing details. If message fields are greyed out, they may be controlled by the template used for the transaction. Messages cannot be edited after a transaction has been sent.
If you cannot edit signing details
If you cannot edit signing details, check whether:
The transaction status still allows changes
You opened Signing details
You clicked Edit
The field is editable
The field is controlled by the template
You clicked Save after making changes
Before contacting support
To help Addo Sign Support assist you as quickly and effectively as possible, check the following before contacting support:
Whether the transaction status still allows changes
Whether you are editing Signing details and not Transaction details
Whether you opened Signing details
Whether you clicked Edit
Whether the field is editable
Whether the field is controlled by the template
Whether you clicked Save after updating the field
If you still need help, include:
Transaction ID, if known
Signing ID, if known
Current transaction status
Field you tried to edit
Screenshot of the field or error message