kmillard | Posts: 7

Change Incorrect Signer

0 votes
If I accidentally send a package to the wrong email address or the wrong signer, can I modify the package I already sent? Or do I have to delete it and start over?

Approved Answer
harishaidary | Posts: 1812

Reply to: Change Incorrect Signer

0 votes
To update the signer, you would have to set a custom id to the signer. Below is a sample code on how to do so:
Signer signer1 = newSignerWithEmail("[email protected]")
	            .withFirstName("John")
	            .withLastName("Doe")
	            .withCustomId("signerId1").build();

	    DocumentPackage myPackage = newPackageNamed("Update Signer Example")
	            .withSigner(signer1)
	            .withDocument(newDocumentWithName("Document")
	                                  .fromFile("DOCUMENT_FILE_PATH")
	                                  .withSignature(signatureFor("[email protected]")
	                                                         .onPage(0)
	                                                         .atPosition(30, 100)))
	            .build();

	    PackageId packageId = eslClient.createPackage(myPackage);
	    eslClient.sendPackage(packageId);
	    
	    Signer signer2 = newSignerWithEmail("[email protected]")
	            .withFirstName("John")
	            .withLastName("Doe")
	            .withCustomId("signerId1")
	            .build();
	    
	    eslClient.changePackageStatusToDraft(packageId);
	    eslClient.getPackageService().updateSigner(packageId, signer2);

	    eslClient.sendPackage(packageId);

harishaidary | Posts: 1812

Reply to: Change Incorrect Signer

0 votes
Taking into consideration that the package is not yet completed, you can definitely change the signer without having to delete the package and start over. The first step is to change the status of your package to DRAFT. Next, you will remove your signer and add a new one with the eSignLive client. The last step is to build your signature field for your new signer and add it to your document. The last step requires the documentId of your document. Below is a sample code on how to do it:
      //Get package
        DocumentPackage myPackage = eslClient.getPackage(packageId);
        
        //Change status to DRAFT
        myPackage.setStatus(PackageStatus.DRAFT);
        eslClient.updatePackage(packageId, myPackage);
        
        //Remove Signer
        eslClient.getPackageService().removeSigner(packageId, myPackage.getSigner("[email protected]").getId());
        
        //Add Signer
        eslClient.getPackageService().addSigner(packageId,  SignerBuilder.newSignerWithEmail("[email protected]")
                .withFirstName("John")
                .withLastName("Doe")
                .build());
       
        //Build signature field
        Signature signature = SignatureBuilder.signatureFor("[email protected]")
                .onPage(0)
                .atPosition(100, 100)
                .withSize(400, 200)
                .build();
        
        //Retrieve updated package and add signature
        myPackage = eslClient.getPackageService().getPackage(packageId);
        eslClient.getApprovalService().addSignature(myPackage, documentId, signature);

kmillard | Posts: 7

Reply to: Change Incorrect Signer

0 votes
So, the signer has to be removed? What if everything is correct with the signer except a misspelled email address? Can I just modify the email?

kmillard | Posts: 7

Reply to: Change Incorrect Signer

0 votes
Awesome! That worked! Thank you!

harishaidary | Posts: 1812

Reply to: Change Incorrect Signer

0 votes
My pleasure :)

Madeva | Posts: 29

Reply to: Change Incorrect Signer

0 votes

Hi Team

I am updating the existing signer information with role id

https://sandbox.e-signlive.ca/api/packages/<packageId>/roles/<roleId>

 

But I am getting following error

Recipient information cannot be updated because recipient has already begun signing.

 

and I have checked the status and he/she has not yet signed and also from Audit, they have viewed the docs 4 days back.

 

I am not sure what is the issue? Please help me to understand this issue I am facing.

 

Thank you

Madeva


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