Reassign Documents

Do you need to first send the document to someone who is not the designated signatory and then have it signed by someone else? If that is the case, you don't need to worry, we got you covered!

How to reassign a document?

  • In the email, you have received select 'Review & Sign'

  • Go to 'Actions' > 'Reassign'

       

  • You will see a pop-up message requesting the 'New Signer Name' and the 'New Signer Email'.
    If needed you can add a reason for reassigning

      

Important

Make sure that the ' Allow signers to reassign documents to someone else ' option is enabled. You can find it under 'Business Settings' > 'Signing Preferences' > 'Signers & Recipients'

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