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This article applies to:

  • Product: safesend
  • Subject: Organizer
  • Audiences: Staff

Change the status of multiple organizers

You can manually change the status of multiple one-off organizers. A global
Change Status
 button is available at the top of the
Organizers Report
 screen.
important
This feature is not available for batch organizers.
  1. Go to
    Organizers
    Organizers Report
    .
  2. Select the organizers whose status you want to change (refer to the table for a list of acceptable statuses).
  3. Select the
    Change Status
     button.
  4. In the pop-up, select
    Engagement Letter
    ,
    Organizer
    , or both.
    • Organizers will change to a status of
      Manually Completed
      .
    • Engagement letters will change to a status of
      Manually Signed
      .
  5. Select
    OK
    .

Accepted statuses

Only organizers with the following statuses can be changed. Any other statuses will show an error and the organizer/engagement letter will not be changed.
Document type
Accepted statuses
Engagement letters
  • Awaiting E-sign
  • Reviewed
  • Partially signed
Organizers
  • Delivered
  • Partially Completed

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