gtawaf | Posts: 12

Change Signer after first signer has signed

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Hello, So in our flow the following happens. Customer signs admin reviews the signature and assigns a sales rep to counter sign the document. How can I update the signer after the customer has signed? Thanks

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Duo_Liang | Posts: 3776

Reply to: Change Signer after first signer has signed

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Hi Gamal, In OneSpan Sign, there're two ways to change signer: #1, you can use the "Change Signer" feature, it's a built-in capability provided by OSS allowing your signer to change signer during signing ceremony. #2, or you can build the change signer process by your own code, and following are the potential steps: (1)use a callback notification to monitor the first signer completion event (2)change the package status to "DRAFT" (3)update your second signer (with the same role & signer Id) and inject with new personal info (4)send the package again Hope this could help! Duo

gtawaf | Posts: 12

Reply to: Change Signer after first signer has signed

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I'm trying this but getting 403 on change signer approach {"messageKey":"error.forbidden.cannotEditDeletePkg","technical":"package: TJJG9QbrKXS8xwnu0Lh5hoG1aMw= cannot be edited.","message":"Cannot edit or delete package.","code":403,"name":"Access Denied"} What should I do? I tried sending reassign true when creating package and updating it. Do I have to move package back into draft before doing this? Thanks

Duo_Liang | Posts: 3776

Reply to: Change Signer after first signer has signed

0 votes
Hi Gamal, Yes, if you want to programmatically change signer information, you need to change package status to "DRAFT" first. And these are two separate approaches, if you want to change signer info yourself, you don't need to set "reassign" to true for your signer. On the other hand, if you allow your signer to reassign, your signer will see this during signing ceremony and will need to fill in reassign info themselves manually. Duo

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