> ## Documentation Index
> Fetch the complete documentation index at: https://docs.generalreferral.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Change a Referral Agreement

## Some referral agreements that have been sent and/or fully executed by SignWell may need to be changed due to an error or a change in the agreement.

Here's what to do in each situation:

<Tabs>
  <Tab title="Wrong Recipient Name or Email">
    **If the agreement has been sent for signature and you need to fix a receiving agent's or broker's name or email, you can update it yourself — no need to contact the office:**

    1. Open the referral agreement from your [dashboard](https://app.generalreferral.com/dashboard).
    2. Click **Update Recipients**.
    3. Correct the **name** and/or **email** of the receiving agent and/or broker, then click **Update Recipients**. A fresh signing invitation is sent to the updated recipient automatically.

    <Note>
      You can only update a party who **hasn't signed yet**. Once someone has signed, their name and email are locked ("Already signed — cannot change"). To change details for a party who has already signed, follow the steps under **Incomplete Agreement** to void and start over.
    </Note>
  </Tab>

  <Tab title="Completed Agreement">
    **To change a fully executed agreement you need to:**

    * [Complete a new referral agreement on our website](https://app.generalreferral.com/kb/referral-transactions/how-to-submit-referral)
    * \*\*Insert the following note in the "Notes" section: \*\**This agreement shall override and replace the previous agreement, dated \[insert date of previous agreement] for the named client(s).*
  </Tab>

  <Tab title="Incomplete Agreement">
    **If the referral agreement was sent, but not fully executed, and you need to make a change other than a recipient's name or email:**

    * Notify the office to void the old agreement by [emailing us](https://app.generalreferral.com/dashboard/support)
  </Tab>
</Tabs>