Quick Guide: How to edit a Signer's data

Ensuring your signers' data is correct is crucial for the validity and proper flow of any document. Cincel allows you to easily adjust your signers' name and/or email address, as long as the document has not yet been sent for signature.

Step 1: Access the Document in Configuration

In the left sidebar menu, click on the folder where the document you want to modify is located.

Click on the document title to open its configuration view.

Step 2: Identify the Signer to Modify

Within the document configuration screen, locate the signers section.

Search for the box corresponding to the signer whose data you want to update.

Within that box, click on the three vertical dots button (⋮) located in the upper right corner or next to the signer's name.

In the dropdown menu, select the ‘Edit’ option.

Step 3: Edit the Signer's Information

A window or form will open where you can modify the signer's name and/or email address.

Enter the correct data.

Click on "Continue" or "Save changes" to apply the modification.

Done! The signer's information has been updated in your document.

⚠️ Important: What happens if the document has already been sent?

Once a document is sent to signers for signature, only the following changes can be made:

Modify a signer's name

Modify a signer's email address

Delete a signer

The indicated changes are only permitted as long as the signer has not signed the document.

If the signer has already signed the document and a name or email modification is required, it is necessary to perform the new account process.

This is due to the following key reasons that guarantee the integrity and legal validity of your documents:

Legal Integrity: Once sent, Cincel begins to record an audit trail associated with the signer's original data. Any subsequent change would compromise the "Certain Date" and the digital chain of custody, which could affect the document's legal validity.

Credit Consumption: When sending a document, a certified document credit (Basic or Smart) from your plan is consumed. This credit is associated with the initial configuration of the document and its signers.