SigningHub allows you to change the workflow recipients even after sharing the document, provided it is allowed in your role. You can change all those recipients who have not collaborated (signed/ reviewed/ updated/ hosted the in-person signatures) in the workflow yet. Similarly, you can also update the placeholder fields with the actual recipients.

When a configured recipient is changed/ replaced with another recipient, all the special privileges configured for the previous recipient will be transferred to the new recipient, along with the predefined workflow role (i.e. signer, reviewer, editor, or meeting host).

Change a recipient

  1. Click the "Documents" option, available at the top of the SigningHub screen.
  2. From your documents list, locate and open the 'in progress document package' whose recipient you want to change.




  1. Click  under the "Recipients" section.



  1. A dialog will appear, showing the list of configured recipients in editable mode.




  1. Click  under the "Recipients" section. A dialog will appear to enter new recipient details. 
  2. Specify the Name, National ID or Mobile Number of other recipient that are added in your SigningHub contacts list as required , and the email will automatically be updated in the next field.
    In case the icon does not appear , this implies it is not allowed in your role to change a recipient of a shared document.



  1. Click the "Done" button.
  2. The shared document will be recalled from the previous recipient's account, and s/he will be notified through an email/SMS by SigningHub. 
  3. The newly configured recipient will also be notified through an email/SMS upon their turn in the workflow.
  1. When updating a recipient, the delivery method (Email, SMS, Email & SMS) shall remain the same as was for the original recipient. 

Update a placeholder

  1. Click the "Documents" option, available at the top of the SigningHub screen.
  2. From your documents list, locate and open the 'in progress document package' whose placeholder you want to update.



  1. Click the placeholder name (in blue colour) under the "Recipients" section. A dialog will appear to enter placeholder details. 




  1. Specify the recipient name, and their email will automatically be updated in the next field.
  2. Click the "Done" button.



  1. The newly configured recipient will be notified through an email upon their turn in the workflow.
  1. A signer can be replaced with another signer, as far as s/he has not signed the document.
  2. A reviewer can be replaced with another reviewer, as far as s/he has not reviewed the document.
  3. An editor can be replaced with another editor, as far as s/he has not updated the document.
  4. A meeting host can be replaced with another meeting host, as far as s/he has not updated the document.
  5. When you replace a configured recipient with another, you cannot change the pre-configured special privileges (i.e. printing, downloading, adding text, accessing securities like password, OTP, time duration, etc.) of the previous recipient that was initially set by you. These settings will be transferred to the new recipient as it is. 



See Also