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How Do I Edit a Signer's Information During E-Sign?
How Do I Edit a Signer's Information During E-Sign?

Learn how to update a renter or additional signer's information on e-sign requests.

Daisy avatar
Written by Daisy
Updated over a week ago

Updating a Signer's Email Address

At times, it may be necessary to make changes to the renter or tenant's email address associated with a lease agreement that is waiting for signatures.

There are two options for updating the renter's email:

  1. If the renter has already logged into their account, they can update their email address within the Settings section of their TurboTenant dashboard.

  2. Or, you can reach out to our support team with the corrected email on hand to have us assist with that change!

Once the renter's email is updated (either by the renter or with our help), the renter will receive an email with a link to confirm the updated email address. You will not see the email change update in your landlord portal until the tenant has confirmed it via email.

Once the renter has confirmed their email, you'll see it updated in your landlord dashboard. From there, you'll need to remove the tenant from the agreement, and then re-add them for the system to grab the updated email address.

If the signer is not a renter, you will want to cancel the signature request and edit the signer information in the lease builder or e-sign set-up flow. Then, you'll go through the following process to set the signatures and resend the request:


TurboTip: E-Sign can only be completed via email.

If your e-sign request has an "sms.applicant" email listed, the tenant was added to the platform and lease agreement without an email agreement, meaning they won't be able to sign the document. You'll need to add their email before continuing the lease update steps.


Step 1 -Navigate to the Leases tab and click on the lease profile they are associated with.

Step 2 -You will see Waiting on Signatures, click Edit (to the left),

Step 3 - Click "Edit and Redo" to cancel the current signature request and go into the lease builder to make your changes.

Step 4 - Select the people on the lease and then Edit:

Step 5 -Remove the tenant, then re-add them to the lease. This will enable the system to grab the updated email address:

If editing the landlord information, you will make these changes in the "Landlord" area of the People on the Lease section. You can edit the email information for the main signer, or if a second landlord was added for signatures as well.

Step 6 - Re-add the tenant by clicking on the "Search by name or property..." Click on the tenant that will automatically appear:


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Scroll down and click Save, then click on the upper-right-hand corner and select Review & E-Sign to process and resend the e-signature request to all emails, including the one you just updated!


For quick steps, see the short clip below:


FAQ:

  • I only need to edit one email, does this mean that everyone who has signed will need to sign again if I cancel the signature request?

    • Canceling the signature request to edit an email address will ask each signer to sign again.

  • I made changes to the contact information in the Advanced Editor and they are not showing in the signature request.

    • The Advanced Builder does not support changes to contact information as this information is pulled from the "People on the Lease" section of the Lease Builder. To update contact information after using the Advanced Editor, you will need to revert the editor and make your changes.


Still have questions? Reach out to our Support Team via chat or by email at [email protected]

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