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How to Change the Email Address on an E-Signature Document & Re-send
How to Change the Email Address on an E-Signature Document & Re-send

E-signature Document not sent? Learn how to edit the email address

Richard Hogan avatar
Written by Richard Hogan
Updated over 2 months ago

When you manually or automatically send a Document for e-signature, the message may bounce and be considered undeliverable. This can happen for the following reasons:

  • The signer's email address is spelled incorrectly

  • The signer's email address doesn't exist

  • The recipient's inbox is full

  • The recipient's email server is temporarily unavailable, overloaded, or couldn't be found.

If this happens, follow these steps:

Step 1 - Contact Customer

First, contact the Customer and verify the correct email address. If needed, update the account's email address on file. Then "Save" the account.

change email address on e-signature document  in Enrollsy

Step 2 - Locate Existing E-sign Request

Locate the Enrollee's existing e-signature request on the Documents page. From the Enrollee's detail page, you can go directly to their Documents list by clicking "Documents."

Click Documents

Make sure you are in the correct Enrollment Period, then search the Enrollee's name.

search for Enrollee name in Enrollsy

Click on the correct Enrollee on the left, and locate the E-Signature Document that needs to be updated. HOVER OVER the E-signature Document to view the pencil icon.

Edit the signer email address

Step 3 - Change the Signer's Email

Click the pencil icon to change the signer's email address. This will AUTOMATICALLY resend the E-Signature document to the new email address. You won't be charged for a second signature request.

NOTE: Changing the signer's email address will NOT send a new request for e-signature; it will simply resend the existing one to the newly specified email address.

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