Foxit eSign will allow the user to edit the signers on shared and draft documents and templates. And users can switch signers in draft documents. Some times author/sender needs to update the signer’s details after sending the documents; now user can modify the same if the document is in shared status.
This feature will benefit all companies and users who use reusable templates and documents. We are making document uploading more user-friendly than ever before.
Switch signer on a document- On clicking of change recipient icon, the user can change the recipient party on the draft document as shown in the below screenshot.
Users need to fill in all the party’s required details and click on add button to change the recipient party on the draft document, as shown in the below screenshot.
Edit Recipient on a document- On clicking of edit icon, the user can update details of the party.
If the recipient party is an account owner/account user, they can update the mobile number only as shown highlighted in the below screenshot.
If the recipient party is not an Account owner/Account user, they can update the details like First name, Last name, email id, and mobile number, as shown highlighted in the below screenshot.
If the recipient party is not an Account owner/Account user, they can update the details like First name, Last name, email id, and mobile number, as shown highlighted in the below screenshot.
User can also update the recipient party details on a shared document. If the recipient party is not an account owner/account user, they can update the details like First name, Last name, email id, and mobile number, as highlighted in the below screenshot.
If the recipient party is an account owner/account user, they can update the mobile number only on the shared document, as highlighted in the below screenshot.
Edit Recipient on Template
On clicking of edit icon, the user can update details of the party on the template. If the recipient party is an account owner/account user, they can only update the mobile number, as highlighted in the below screenshot.
If the recipient party is not an account owner/account user then they can update the details like First name, Last name, email id, and mobile number on the template as shown highlighted below screenshot.
Note:- We are doing modifications/updates on folder level only, not updating the user’s profile.
