Can I correct a signer's email after sending a document?
At Cince, we understand that when managing your important documents, a small mistake in an email address can cause doubts and concerns. It is a common situation that can arise during the process.
About modifying a Signer’s emails
Once a document has been sent for signature in Cincel, it is not possible to modify the email address of a signer who has already been invited to the process.
This restriction is implemented to ensure the integrity and legal traceability of the document from the moment the signature request is initiated. Any change in the signers' data after sending could compromise the chain of custody and the evidentiary validity of the agreement.
What to do if you sent it to the wrong email
If you have sent a document to an incorrect email address, the solution is simple but requires starting a new process:
- Delete the current document:
- Access the folder where the document is located.
- Locate the document in question, and on the far right, you will see a three-dot button (⋮); click on it.
- Select the "Delete document" option.
- Confirm deletion.
- Once this step is performed, the document will no longer be viewable from the “incorrect” email address.
- Create a new document:
- You must reconfigure and send the document for signature. Make sure to enter the correct name and email address for all signers this time.
- For a detailed guide on how to do this, consult our [Quick Guide: How to create and send documents for signature in Cincel].
- Consideration regarding credits:
- It is important to keep in mind that once the document is sent for signature, it consumes a credit from your plan, even if the email was incorrect or if the process was not completed.
- It is important to keep in mind that once the document is sent for signature, it consumes a credit from your plan, even if the email was incorrect or if the process was not completed.
How to avoid this error in the future
To minimize the possibility of sending documents to the wrong emails, we recommend the following best practices:
💡Cincel Tip #1: Delete the document immediately once you have noticed the error, as the document will be viewable from the “incorrect” email address until you delete it from its folder. This is especially important for confidential, financial documents, etc.
💡Cincel Tip #2: Before clicking Send, verify the information: take a moment to carefully review the names and email addresses of all signers.
💡Cincel Tip #3: Use the frequent signers directory: If you work with the same contacts, add them to your frequent signers directory. This not only speeds up the process but also reduces the risk of typos. Consult our [Quick Guide: How to Add Frequent Signers in Cincel] for more information.
By following these steps, you will be able to manage your signature processes more efficiently and securely, ensuring that your documents always reach the right people.