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How Do I: Signings, Account Changes and Counter Offers

Wondering how to delete and existing signing, change account information or enable and send a counter offer? This blog post has all the answers:

How do I: Delete an existing signing?

  1. Log in to Authentisign
  2. Look to the top right corner of the screen for the ‘edit’ function.
  3. Select the signings that you would like to delete
  4. Once they have been selected, click the ‘delete’ button and select the ‘delete’ function
  5. Singings have now been deleted from Authentisign.

How do I: Change a participant’s email?

  • In your Agent Dashboard, select the Authentisign icon from the sidebar.
  • Select the name of the finished signing
  • Find the participant email and select the ‘edit’ function.
    • A box will pop up allowing you to edit the participant’s details.
    • Select and modify the information you want to change.
    • Click ‘save participant’ to finalize your changes.

How do I: Send a Counter Offer?

  • In order to have counter offers enabled, you must select the ‘allow counter offer’ function before sending out the signing.
    • Make sure this step has been carried out before moving on.
  • To begin the counter offer process, select the button in the top right of the screen.
  • A pop up will appear asking you to select ‘OK’ to continue with the counter offer / markup feature. Select ‘OK’ to move to the next step.
  • A second pop up box will appear asking you to read the counter offer instructions and select continue to move to the next step.
  • Use the markup tools to create a counter offer – select the pen icon to make these changes.
  • Add a summary for each change you make.
    • Click ‘continue’.
  • Select ‘next’ in the top right once you’ve finished marking up the signing.
    • Select ‘OK’ to continue after the pop up box indicates the next steps for the signing.
  • Drag and drop the initial block as needed.
    • Each markup you’ve done will generate initial blocks.
  • Select ‘complete’ to return to the signing.
  • Your new document will now appear and is ready to send!

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