When you receive a document with the "Allow changing of recipients" permissions, you can change other configured recipients who have not collaborated (signed/ reviewed/ updated/ hosted the in-person signatures) in the workflow as 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 (by the document owner) will be transferred to the new recipient, along with the predefined workflow role (i.e. signer, reviewer, editor, or meeting host).
For a document recipient who is a part of any enterprise, and looking to replace themself (i.e. Delegate other user) or change other configured recipients/ placeholders with a guest user, must have the "Restrict Delegated Signing to only registered users" option un-selected in their assigned role.
Change a recipient
- Open the pending document.
- Click
under the "Recipients" section. A dialog will appear, showing the list of configured recipients in editable mode.
- Specify the name or National ID of other recipient as required, and their email will automatically be updated in the next field. In case the new recipient is not saved in your SigningHub contacts list, the email field will be enabled to specify the email address of new recipient.
- Click the "Done" button.
- The shared document will be recalled from the previous recipient's account, and s/he will be notified through an email by SigningHub.
- The newly configured recipient will also be notified through an email upon their turn in the workflow.
Update a placeholder
- Open the pending document.
When a received document contains any placeholder, you will see a document banner with the "Update Placeholder(s)" caption.
- Click the placeholder name (in blue colour) under the "Recipients" section. A dialog will appear to input placeholder details.
- Specify the recipient name, and their email will automatically be updated in the next field. In case the recipient is not saved in your SigningHub contacts list, the email field will be enabled to specify the email address of recipient.
- Click the "Save" button.
The newly configured recipient will be notified through an email upon their turn in the workflow.
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- A signer can be replaced with another signer, as far as s/he has not signed the document.
- A reviewer can be replaced with another reviewer, as far as s/he has not reviewed the document.
- An editor can be replaced with another editor, as far as s/he has not updated the document.
- A meeting host can be replaced with another meeting host, as far as s/he has not updated the document.
- When you replace a configured recipient with another, you can not change the pre-configured special privileges (i.e. printing, downloading, adding text, access securities like password, OTP, time duration, etc.) of the previous recipient that was initially set by the document owner. These settings will be transferred to the new recipient on as is where is basis.
- For a document recipient who is a part of any enterprise, and looking to replace themself (i.e. Delegate other user) or change other configured recipients/ placeholders with a guest user, must have the "Restrict Delegated Signing to only registered users" option un-selected in their assigned role
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